Momentum Wealth Planning offers personalized financial planning and investment management services. They work with individuals, including high net worth individuals, families, trusts, estates, and retirement plans. Momentum uses a tactical allocation strategy, adjusting investments based on momentum factors to reduce risk. They may also use option strategies. Clients can place reasonable restrictions on their accounts.
Assets Under Management$200M
Clients127
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual advisory fee ranges up to 1.0%. Momentum and the client may choose to negotiate an annual advisory fee that varies from this range.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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