212 Wealth Management offers investment management and financial planning services. For investment management, they create custom portfolios based on your goals, using a tactical allocation strategy. Financial planning includes advice on retirement, taxes, budgeting, and estate planning. You are not obligated to follow their recommendations or use them for transactions.
Assets Under Management$1.2M
Clients6
Advisors1
Avg. per Client$200K
Avg. per Advisor$1.2M
Fee Structure
Investment management only (planning not offered)
212 Wealth Management charges an annual management fee based on the value of your portfolio. The fee ranges from 0.50% to 1.50% per year, depending on the investment strategy and the size of your account. These fees may be negotiable.
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