Amplius Wealth Advisors offers investment advice and financial planning to individuals, families, and small businesses. The firm manages investment portfolios with discretionary authority, meaning they can make trades without asking you first. They also offer financial planning services covering areas like retirement, insurance, taxes, and estate planning. Amplius can recommend third-party money managers and uses Dynasty Financial Partners for operational support.
Fee Structure
Amplius Wealth Advisors charges a percentage of your portfolio annually for investment management. The exact percentage is negotiable and depends on the size of your portfolio and the services you need, but it will not exceed 1.75% per year. The fee is calculated based on the value of your investments at the end of the previous quarter and is billed in advance. If you deposit or withdraw more than $50,000 in assets during a quarter, the fee will be adjusted. You can end the agreement with 30 days' notice, and you'll only be charged for the days they managed your investments.