Voyage Wealth Management offers portfolio management and financial planning services tailored to individual client goals, objectives, and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. Financial planning covers investment, insurance, tax, retirement, education, and debt/credit planning. Voyage Wealth Management may also refer clients to third-party money managers.
Assets Under Management$170M
Clients49
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management
Voyage Wealth Management charges a fixed annual fee for portfolio management and financial planning, ranging from $4,000 to $30,000 per year. The fee depends on the anticipated workload. Voyage Wealth Management may also recommend third-party money managers, but does not charge a separate fee for this service.
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