Exit Wealth Advisors offers personalized financial planning and investment management services to high net worth individuals, families, and business owners. Services include retirement planning, educational planning, estate planning, cash flow planning, tax planning, and insurance needs analysis. Investment advice is customized to each client’s objectives and financial needs.
Assets Under Management$190M
Clients184
Advisors3
Avg. per Client$1M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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