Platform Wealth Management manages investment portfolios and provides financial planning for individuals, trusts, retirement plans, and businesses. Platform Wealth Management builds diversified portfolios primarily using low-cost, passively managed mutual funds and exchange-traded funds based on Modern Portfolio Theory. The firm partners with an independent sub-advisor for certain portfolio management and model strategies. In addition to investment management, Platform Wealth Management offers comprehensive financial planning covering retirement, tax strategies, estate planning, and cash flow analysis. The firm also provides consulting services and works with affiliated accounting firms to coordinate client services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees and account minimums may be negotiable in certain circumstances. Legacy clients may pay different rates.