Organic Wealth, LLC offers investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's individual needs and goals. Financial planning covers areas like cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Organic Wealth may recommend third-party professionals but receives no compensation from them.
Assets Under Management$6.5M
Clients10
Advisors1
Avg. per Client$650K
Avg. per Advisor$6.5M
www.organicwealthplan.com ·www.linkedin.com/company/organic-wealth-llc/abo... ·www.instagram.com/organicwealthplan
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.70% |
Fees are negotiable for accounts over $4,000,000. The above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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