49 Wealth Management, LLC provides comprehensive financial planning, consulting, and investment management services. The firm assists clients with business planning, trust and estate planning, insurance planning, retirement planning, tax and cash flow planning, and education planning. Clients can choose limited project-based engagements or ongoing financial planning and family office services. Investment management is offered on a discretionary or non-discretionary basis, utilizing mutual funds, exchange-traded funds, structured notes, annuities, alternative investments, and third-party managers. The firm also provides specialized fractional family office services covering administrative, legal, tax, and lifestyle management support, as well as institutional retirement plan consulting.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Maximum advisory fee is 1.65% of assets under management, payable quarterly in advance. Fees are negotiable.