Channel Wealth offers investment management, financial planning, and consulting services to individuals, families, and institutions. Channel Wealth provides continuous investment supervisory services on both a discretionary and non-discretionary basis. Financial planning encompasses investment, retirement, education, and business/personal financial planning. Channel Wealth may select independent managers or sub-advisors to manage client assets.
Fee Structure
Channel Wealth's annual investment management fee, which includes financial planning, is based on the total value of assets in your account. The fee can be a fixed percentage, tiered, or linear. The annual fee ranges up to 2.0% and is assessed quarterly in advance, based on the daily average balance value. A minimum quarterly fee may apply.