Ametrine Wealth Management LLC provides continuous investment management and financial planning services to individuals and high-net-worth clients. Founded in 2023 and principally located in Michigan, the firm builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and can also advise on held-away accounts like retirement plans through third-party platforms. Ametrine Wealth Management emphasizes a fee-only structure and tailors its strategies to each client's risk tolerance, time horizon, and tax considerations. In addition to portfolio management, the firm offers both project-based and ongoing financial planning covering cash flow, debt management, college savings, employee benefits, estate planning, retirement projections, risk management, and tax strategies. Ongoing financial planning is included at no extra cost for clients who use the firm's investment management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.50% |
| $6.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Subject to a minimum quarterly fee of $1,250.