ReFrame Wealth provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. ReFrame Wealth works with Savant Wealth Management as a sub-advisor for portfolio construction and trading. ReFrame Wealth also offers financial planning services for an annual subscription or fixed fee. They may refer clients to other professionals like attorneys and accountants.
Assets Under Management$350M
Clients216
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$120M
Fee Structure
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may be offered a fixed rate fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...