Exponential Wealth Management (EXPO-WEALTH) provides portfolio management based on individual client goals and risk tolerance. They create investment policy statements and require authority to make trades without client permission. EXPO-WEALTH also offers pension consulting services, including identifying investment objectives, recommending money managers, and monitoring performance. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. They primarily advise on mutual funds, fixed-income securities, common stocks, ETFs, and treasury inflation-protected bonds.
Assets Under Management$13M
Clients3
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Minimum quarterly fee of $3,500. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...