Do Wealth Different is a registered investment advisor that offers personalized investment management, financial planning, educational seminars, and retirement plan consulting. The firm follows a philosophy that combines modern portfolio theory with fundamental analysis, building customized portfolios of stocks, bonds, mutual funds, and exchange-traded funds to help clients achieve their long-term financial goals. Do Wealth Different operates on a fee-only basis, meaning they are compensated solely by their clients and do not accept commissions or sales-related fees. Advisory services include initial comprehensive financial planning, project-based planning modules, ongoing financial planning, and hourly consulting. Do Wealth Different tailors its services to the individual needs of clients, accommodating reasonable restrictions on investments.
Fee Structure
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% |
Fees are negotiable.