Launch Wealth LLC provides ongoing investment advice and financial planning to clients. The firm develops personalized investment plans based on client goals, risk tolerance, and tax considerations. Launch Wealth primarily advises on stocks, bonds, mutual funds, ETFs, and cash equivalents. Clients grant Launch Wealth authority to buy and sell securities on a discretionary basis. Financial planning is included at no additional fee and covers areas such as net worth, cash flow, retirement planning, insurance, investments, college planning, and estate planning.
Assets Under Management$51M
Clients164
Advisors2
Avg. per Client$310K
Avg. per Advisor$26M
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Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Minimum advisory fee of $50/month for accounts with an average daily balance less than $50,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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