Culbreth Wealth Management offers custom investment management, using asset allocation strategies. They may use various securities and investments. For some clients, they use a third-party platform to manage held-away assets like 401(k)s. They also offer financial planning services, including retirement planning, tax strategies, and estate planning. Culbreth Wealth Management tailors its services to each client's needs.
Assets Under Management$73M
Clients150
Advisors1
Avg. per Client$490K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Legacy clients may be charged a single breakpoint annual management fee of up to 1.35%, regardless of the size of the account. Client accounts under $100,000 will be charged an annual administrative fee of $50, which may be waived. Management fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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