Beyond Your Exit Wealth Management (BYEWM) offers financial planning and investment management services. Financial planning includes a deep dive into a client's financial situation to identify gaps and develop recommendations. Investment management involves creating and managing tailored portfolios based on client goals. BYEWM also offers ongoing financial planning for a fixed monthly fee. BYEWM may use third-party managers for portfolio management.
Assets Under Management$1.8M
Clients7
Advisors1
Avg. per Client$250K
Avg. per Advisor$1.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
The annual fees are negotiable. When a third-party manager is used, the third-party manager's fee (0.35%) is included in the above schedule. Total client fees will not exceed 3% of assets under management when a third-party investment adviser is used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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