Totem Wealth offers customized investment advice and financial planning. They work with clients to understand their goals, risk tolerance, and financial situation to create a suitable investment portfolio using ETFs and mutual funds. Totem Wealth also provides financial planning services covering investment planning, retirement planning, education savings, and charitable giving. They may refer clients to other specialists like accountants or attorneys.
Assets Under Management$13M
Clients105
Advisors2
Avg. per Client$120K
Avg. per Advisor$6.5M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.20% |
| $50K - $100K | 1.10% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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