Transition Family Wealth provides financial planning and portfolio management services. Financial planning covers cash flow, education funding, retirement, risk management, and estate planning. Portfolio management implements investment strategies based on client risk profiles and goals, using Modern Portfolio Theory. They manage portfolios on a discretionary or non-discretionary basis.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees will not exceed 2.00% of assets under management. Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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