Terraform Wealth offers ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. Terraform Wealth creates a plan to help select a portfolio that fits your specific needs. They may also choose third-party investment advisors to manage some or all of your assets. Terraform Wealth generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, and other securities.
Assets Under Management$180M
Clients5
Advisors2
Avg. per Client$36M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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