Agewise Financial offers investment management and financial planning services. Investment management is offered on a discretionary basis, where Agewise makes investment decisions for you. Financial planning covers various aspects of your financial life, including goal setting, net worth assessment, cash flow analysis, retirement planning, risk management, investment planning, tax reduction, and estate preservation.
Assets Under Management$7.8M
Clients45
Advisors1
Avg. per Client$170K
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.60% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.40% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...