Resnick Wealth Alliance offers investment management, financial planning, and consulting services to high to ultra-high net worth individuals and families, business owners, attorneys, trusts and private foundations. Investment advice is tailored to meet clients' needs and investment objectives. The firm may use sub-advisers and model portfolios. Financial planning services range from broad-based to single-subject planning. Financial consulting services advise on specific financial topics.
Fee Structure
Resnick Wealth Alliance charges up to 1.75% annually for portfolio management, depending on the value of your investments, the complexity of services, and the level of administration. The fee is billed quarterly in advance, based on the balance at the end of the billing period. The advisory fee is negotiable. Account values of family members in the same household may be combined to determine the fee.