Reconstructing Wealth offers customized investment advice and financial planning to individuals and high net worth individuals. As a fiduciary, Reconstructing Wealth is legally required to act in your best interest. Services include investment management using individual stocks and financial planning covering investment, retirement, personal savings, and education savings.
Assets Under Management$23M
Clients81
Advisors1
Avg. per Client$290K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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