Cultivate Wealth provides investment management and financial planning services to individuals and high net-worth individuals. As a fee-only firm, Cultivate Wealth is only compensated by its clients. Wealth management includes investment management and financial planning. Project-based financial planning is available for clients looking to address specific questions or issues.
Assets Under Management$2.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees are negotiable. Accounts of members of the same household can be combined to determine the fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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