Custom Wealth Management provides investment advisory services to individuals and other clients. They offer comprehensive portfolio management, which includes asset management and financial planning. The firm works with clients to understand their financial situation, goals, and risk tolerance, and then creates a suitable investment approach using various securities. Portfolios are monitored and rebalanced as needed.
Assets Under Management$26M
Clients27
Advisors1
Avg. per Client$950K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending on the scope and complexity of the engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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