Exemplar Wealth Advisors provides ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. The registered investment advisor builds custom investment portfolios and can direct clients to third-party managers or private equity funds. Financial planning covers a broad range of topics including retirement, tax planning, estate planning, insurance, and cash flow analysis. Exemplar Wealth Advisors also offers specialized performance-based fee arrangements for qualified clients. The firm emphasizes its fiduciary duty to act in clients' best interests when providing advice on retirement accounts and overall wealth management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.75% |
Fees are negotiable. Qualified clients may choose a performance-based fee structure of 0.75% annually plus a 20% capital appreciation fee.