Neptune Wealth offers investment advice and financial planning services. They build financial plans based on client-provided information, and clients are responsible for updating their plans. Neptune also provides investment advisory services, tailoring them to individual client needs and goals. Clients can choose between asset management services or comprehensive wealth management services, which include financial planning, tax optimization, and estate planning coordination. Neptune also offers model portfolios and outsourced chief investment officer services to other advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are for Comprehensive Financial Planning. Fees are negotiable for accounts over $5,000,001. Asset Management Only fees are: - $0 - $250,000: 0.80% - $250,001 - $500,000: 0.75% - $500,001 - $2,000,000: 0.70% - $2,000,001 - $3,000,000: 0.60% - $3,000,001 - $5,000,000: 0.50% - $5,000,001 and Above: Negotiable