The Wealth Boutique provides custom financial planning and investment strategies, considering all aspects of clients’ lives, from investments to tax and estate planning. They offer three levels of service: Silver, Gold, and Platinum, based on investable assets. Investment management is driven by client goals and needs, with investments selected based on the financial plan. The Wealth Boutique may use third-party asset managers and software to assist with tax and estate planning.
Assets Under Management$94M
Clients287
Advisors7
Avg. per Client$330K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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