ReFrame Wealth, LLC is a registered investment advisor that offers customized wealth management services, including investment management and financial planning. ReFrame Wealth creates tailored portfolios using exchange-traded funds, open-end mutual funds, individual stocks, and individual bonds, often utilizing a sub-advisor, Savant Wealth Management, for portfolio construction and research. The firm follows Modern Portfolio Theory and a long-term, asset-allocation-focused strategy. Financial planning covers areas such as retirement, tax strategies, estate planning, education savings, and insurance needs. ReFrame Wealth generally requires a minimum annual fee of $6,000 for new clients, though it does not impose a strict minimum account size. The firm operates as a fiduciary, putting client interests first.
Fee Structure
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 ReFrame Wealth. The firm generally enforces a $6,000 minimum annual fee.