Financial Designs Wealth Management (FD Wealth) offers wealth management services, including personalized investment strategies using third-party money managers or separately managed accounts. FD Wealth offers both discretionary and non-discretionary portfolio management, investing in stocks, bonds, ETFs, mutual funds, and alternative investments. FD Wealth also offers pension consulting services to employee benefit plans and estate planning coordination services.
Assets Under Management$190M
Clients163
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are charged quarterly in advance. Fees may be reduced for employee and family member accounts. For 401(k)s, billing is handled by the recordkeeper or administrator.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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