Assets Under Management

$12.1M

Number of Clients

13

Number of Advisors

1

Average Client AUM

$933K

AUM per Advisor

$12.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Ametrine Wealth Management LLC offers investment management services with discretionary authority, financial planning services on a limited scope one-time engagement, and continued access to Right Capital. They tailor services to meet individual client needs.

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $2.0M0.90%
$2.0M - $4.0M0.60%
$4.0M - $6.0M0.50%
$6.0M - $10.0M0.40%
$10M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance Planning
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Location

MI, United States

1 Advisors at this firm