Giving Tree Wealth Advisors provides financial planning and investment management services. Financial planning includes a detailed review of your finances, goals, and risk tolerance. Investment management is offered through various platforms, including Axos Advisory Services and SEI Investments. Giving Tree Wealth Advisors also provides advice to retirement plans. Implementation of financial plan recommendations is at the client's discretion.
Fee Structure
Giving Tree Wealth Advisors manages investments through several platforms, each with its own fee structure. Here's a breakdown:
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Axos Advisory Services: A percentage of your portfolio is charged annually, billed quarterly. The rate decreases as your portfolio grows:
- First $3,000,000: 1.00%
- Next $2,000,000: 0.75%
- Next $5,000,000: 0.50%
- Amounts over $10,000,000: 0.25%
- An additional fee ranging from 0.10% to 0.75% will be charged on the portion of the assets managed by sub-advisors.
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SEI Investments: A percentage of your portfolio is charged annually, billed quarterly. The rate decreases as your portfolio grows:
- First $3,000,000: 1.00%
- Next $2,000,000: 0.75%
- Next $5,000,000: 0.50%
- Amounts over $10,000,000: 0.25%
- SEI also charges separate fees ranging from 0.55% to 1.15% for custom high net worth solutions, or a platform fee for transaction fee mutual funds of 0.20% subject to a $1,000 per year maximum.
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American Funds Service Company (AFS): A percentage of your portfolio is charged annually, billed quarterly. The rate decreases as your portfolio grows:
- $0-$2,999,999.99: 1.00%
- $3,000,000-$4,999,999.99: 0.75%
- $5,000,000-$9,999,999.99: 0.50%
- $10,000,000+: 0.25%