49th Parallel Wealth Management is a registered investment advisor based in Arizona that offers personalized investment management and financial planning services. The firm builds customized portfolios using stocks, bonds, mutual funds, and exchange-traded funds based on each client's individual goals, risk tolerance, and tax situation. For clients with at least $1,000,000 in assets managed by the firm, ongoing financial planning is included at no extra cost. Clients with smaller portfolios can hire 49th Parallel Wealth Management for financial planning on a project or hourly basis. The firm operates as a fee-only practice, meaning it is compensated solely by its clients and does not accept commissions or third-party product sales fees. Services cover a wide range of needs including retirement planning, tax strategies, estate planning, business consulting, and cross-border planning for clients with connections to Canada.
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 - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Schedule reflects standalone investment management fees. Alternative tiered rates apply if comprehensive planning is included (starting at 1.00% down to 0.50%). Fees are negotiable for accounts over $10,000,000.
