Humanize Wealth Partners is a comprehensive wealth management firm offering investment management and financial planning services tailored to each client's needs. They provide continuous advice on investments, primarily in stocks, bonds, mutual funds, and ETFs. Financial planning is included at no additional fee and covers areas like retirement, insurance, and tax planning. They also offer family office services to select clients and project-based financial consulting for specific needs.
Assets Under Management$27M
Clients15
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$13M
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Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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