Angelus Wealth provides investment management and financial planning services, integrating Biblical principles. They offer comprehensive wealth management, investment advisory services, and standalone financial planning. Angelus Wealth manages client accounts primarily on a discretionary basis, using third-party money managers. They also offer values-aligned investment options. A preferred account minimum of $500,000 has been introduced. Clients below this level may still engage Angelus Wealth for financial planning through a separate planning engagement and fee.
Assets Under Management$240K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$240K
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are based on blended tiers and calculated on the average daily balance of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...