210 Wealth Management helps individuals create financial strategies using investment and insurance products. They offer ongoing investment advice and portfolio management services tailored to individual needs. 210 primarily uses a discretionary asset management program, placing clients in models overseen by a financial professional and sub-advised by a third party. They also offer financial planning services at no additional fee.
Assets Under Management$150M
Clients738
Advisors5
Avg. per Client$200K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%, but may be modified lower.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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