Mountaintop Wealth LLC (MW) offers investment management and financial planning services. Investment management is tailored to individual client needs, including XY Investment Solutions as a sub-advisor. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. MW also offers ongoing comprehensive and project-based financial planning, as well as hourly financial planning.
Assets Under Management$390K
Clients15
Advisors1
Avg. per Client$26K
Avg. per Advisor$390K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable. When XYIS is used, XYIS retains 0.35% of the fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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