Plentiful Wealth helps clients establish financial goals and values. They analyze net worth, cash flow, insurance, credit, employee benefits, retirement, investments, college, tax, philanthropy, and estate planning. Clients receive a one-page financial summary with recommendations and meet one to two times a year to review and update their plan. Plentiful Wealth also offers investment management for non-profit organizations and pension consulting services to employer plan sponsors.
Assets Under Management$40M
Clients104
Advisors1
Avg. per Client$390K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.65% |
| $1M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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