Expressive Wealth offers investment management services where they make investment decisions for you, as well as financial planning and consulting services. For investment management, they determine your goals, risk tolerance, and time horizon to create a suitable investment strategy. They may also hire other investment advisors to manage parts of your portfolio. Financial planning services are offered for a fixed or hourly fee.
Assets Under Management$130M
Clients131
Advisors9
Avg. per Client$1M
Avg. per Advisor$15M
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Fee Structure
Minimum Investment:$250K
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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