Exemplar Wealth Partners (EWP) provides ongoing portfolio management based on individual client goals, objectives, time horizon, and risk tolerance. EWP also offers financial planning services, both in conjunction with portfolio management and as a standalone service. Financial planning covers investment, insurance, tax, retirement, education, and debt/credit planning. EWP generally limits its investment advice to mutual funds, fixed-income securities, publicly traded real estate funds, equities, ETFs, Treasury Inflation-Protected/Inflation-Linked bonds and non-U.S. securities.
Assets Under Management$24M
Clients29
Advisors2
Avg. per Client$840K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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