Cultivate Financial manages investment portfolios and offers financial planning services, including retirement planning, risk management, college savings, and estate planning. They also provide ongoing financial planning for a monthly fee. Cultivate Financial may use third-party managers and separately managed accounts.
Assets Under Management$3.2M
Clients12
Advisors1
Avg. per Client$260K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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