Applied Wealth Management provides comprehensive and ongoing financial planning, investment portfolio management, and retirement plan consulting. Financial planning covers areas like net worth, cash flow, taxes, insurance, retirement projections, and 401k reviews. For investments, they create individualized portfolios based on client goals and risk tolerance, sometimes using third-party strategists. They also offer retirement plan consulting for individuals and businesses.
Fee Structure
Applied Wealth Management manages investment portfolios for an annual fee, with a maximum of 1.25% of the value of your portfolio. This fee is negotiable. The fee is calculated and charged quarterly, in advance, based on the average daily market value of the assets in your account. If they use third-party strategists, those fees are separate, with a maximum sub-advisor fee of 0.15% and strategist fees ranging from 0.20% to 1.00%. Total fees will not exceed 3% per year.