49th Parallel Wealth Management
Assets Under Management
$3.0M
Number of Clients
5
Number of Advisors
1
Avg. Portfolio per Client
$596K
Avg. Managed per Advisor
$3.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
49th Parallel Wealth Management offers investment management and financial planning services to individuals, families, and businesses. The firm develops personalized investment plans based on client goals, risk tolerance, and tax considerations. Financial planning services cover areas like retirement, college savings, insurance, and estate planning. For clients with at least $1,000,000 under management, financial planning is included. 49th Parallel Wealth Management is a fee-only firm, meaning it only receives compensation from clients for its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees negotiable for accounts over $10,000,000. Clients with at least $1,000,000 in assets under management are eligible for comprehensive service, which includes investment management and financial planning on an ongoing basis. The fee schedule for Investment Management with financial planning included is: $0 - $1,000,000: 1.00%, $1,000,001 - $3,000,000: 0.75%, $3,000,001 - $10,000,000: 0.50%, $10,000,001 and Above: Negotiable
Fee Estimator
Areas of Practice
Location
9375 E. Shea Blvd., Suite 113D, Scottsdale, AZ, 85260
