Consilio Wealth Advisors offers personalized wealth management services, which include comprehensive financial planning paired with ongoing discretionary investment management. Consilio Wealth Advisors works closely with clients to understand their financial goals, risk tolerance, and individual situations to build diversified portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments. In addition to investment oversight, Consilio Wealth Advisors provides specialized consulting covering retirement income strategies, employee stock-based compensation, tax planning, and estate planning coordination. Consilio Wealth Advisors operates as a fiduciary, meaning they are legally required to act in your best interest. While investment management and wealth planning are core offerings, clients can also engage Consilio Wealth Advisors for standalone financial planning, tax planning, or estate planning projects for fixed fees. The firm primarily serves individuals, high-net-worth families, trusts, and estates, tailoring each strategy to the client's long-term objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Minimum annual fee of $11,500 applies. An additional 0.50% annual fee is assessed on accounts where options are written or bought. Fees may be negotiable at the firm's discretion.