Expressive Wealth provides personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm creates customized investment strategies based on each client's goals, time horizon, and risk tolerance, using discretionary authority to manage portfolios and sometimes utilizing third-party sub-advisors. In addition to traditional asset management, Expressive Wealth offers financial planning and consulting services covering broad-based, modular, and consultative topics. The firm also assists with retirement plans for businesses, such as 401(k) and 403(b) plans, acting as a fiduciary investment manager. Expressive Wealth operates with a focus on holistic wealth management, helping clients navigate retirement, asset allocation, and overall financial decision-making.
Fee Structure
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% |
Fees are negotiable. The firm may waive financial planning fees if you have $1,000,000 or more in assets managed by Expressive Wealth.