Do Wealth Different provides investment management and financial planning services to individuals. They offer initial financial planning, project-based financial planning, ongoing financial planning, and hourly financial planning. They also offer educational seminars, speaking engagements, and employee benefit plan services. Do Wealth Different is a fee-only firm, meaning they only get paid by their clients for their services.
Assets Under Management$1.3M
Clients9
Advisors1
Avg. per Client$140K
Avg. per Advisor$1.3M
www.dowealthdifferent.com ·www.facebook.com/dowealthdifferent ·www.linkedin.com/company/dowealthdifferent
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.55% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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