4/26 Retirement Income Planning & Wealth Management, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
4/26 & Wealth Management offers ongoing advice to individuals and families, creating investment strategies based on their specific needs. They assess clients' financial situations, investment experience, income needs, and risk tolerance to develop a suitable investment plan. The firm also offers financial planning services, providing clients with a written plan designed to achieve their financial goals. 4/26 may collaborate with other professionals like attorneys and accountants to provide comprehensive advice.
Assets Under Management$27M
Clients62
Advisors1
Avg. per Client$440K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $350K | 1.50% |
| $350K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees may be negotiated in some instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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