235 Wealth Management offers investment advice and financial planning to individuals and other clients. Services include comprehensive portfolio management with financial planning, and standalone financial planning and consulting. The firm also provides retirement plan consulting to employer plan sponsors. 235 Wealth Management acts as a fiduciary, prioritizing client interests and maintaining open communication to help clients achieve their financial goals.
Fee Structure
235 Wealth Management offers Comprehensive Portfolio Management, where the annual fee will not exceed 1.50%. The fees are negotiable and determined on a case-by-case basis, based on the scope and complexity of the client's investment objectives. Fees are billed monthly in advance, based on the value of the account on the last day of the previous month.