The Bottom Line Wealth Management provides investment advice to individuals and high net worth individuals. They offer asset management services, where they help clients choose appropriate investment models based on their goals and risk tolerance. They also offer one-time and ongoing financial planning services, covering areas like investment planning, tax reduction, retirement income, and education planning. The firm also holds seminars and workshops to educate the public.
Assets Under Management$7.2M
Clients205
Advisors2
Avg. per Client$35K
Avg. per Advisor$3.6M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.05% |
Fees are negotiable. The firm also offers a flat fee structure ranging from $2,500 to $60,000 annually, not to exceed 1.25% of the portfolio value.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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