Route 20 Private Wealth offers continuous investment advice tailored to individual client needs, including discussing financial situations and establishing goals. They recommend investments like stocks, bonds, and ETFs to help clients meet their objectives. Route 20 also provides retirement plan advisory services, such as education, investment policy statement drafting, and fund selection assistance. The firm acts as a fiduciary to its clients.
Assets Under Management$55M
Clients56
Advisors2
Avg. per Client$980K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is 2% per year. All fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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