Exhale Wealth Management manages investment portfolios and provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Financial planning is offered as an ongoing engagement. Tax return preparation assistance is offered through a third party. The firm also provides employee benefit plan services to employer plan sponsors.
Fee Structure
Exhale Wealth Management's fees for comprehensive financial planning and investment management services consist of an annual fee ranging from $500 to $20,000, billed monthly in arrears. The fee is based on a fixed fee, asset size, and the complexity of the services provided. Exhale Wealth Management has the discretion to negotiate lower fees or waive fees.