Counterculture Wealth offers financial planning and investment management services. The Counterculture Plan provides advice on cash flow, retirement, investments, debt, student loans, taxes, risk management, company benefits, and basic estate planning. Private Clients receive ongoing advice, investment management, and annual plan updates. Hourly financial planning is also available for specific topics. Investment management is based on Modern Portfolio Theory and passive investing, often using third-party asset management platforms.
Assets Under Management$880K
Clients11
Advisors1
Avg. per Client$80K
Avg. per Advisor$880K
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is 0.5% annually. Applies to accounts managed by Counterculture Wealth, excluding current employer retirement plans and 529 accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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