Wealth Beyond Math offers wealth management, including investment management and financial planning, and project-based financial planning. WBM tailors services to individual client needs, focusing on integrating money with life goals and values. WBM uses Modern Portfolio Theory and passive investment strategies, primarily recommending mutual funds and exchange-traded funds. Clients receive personalized advice and regular portfolio reviews.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
For clients with assets under management of less than $1,000,000, the minimum annual advisory fee is $8,888. Should a client opt not to utilize the financial planning services included with our Wealth Management Services, in no instance will the annual fee exceed 3% of assets under management. In cases where the calculated fee does exceed 3%, we will track our tasks and hours, charging only for actual hours worked at an hourly rate of $388.
