Amvoy Wealth provides financial planning and investment management services to individuals and high-net-worth individuals. As a fee-only firm, Amvoy Wealth's only compensation comes from client fees. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management involves creating and managing portfolios based on a client's goals, risk tolerance, and tax considerations, primarily using no-load mutual funds from Dimensional Fund Advisors.
Fee Structure
Amvoy Wealth charges a fee based on the total value of your investments. The maximum annual fee is 2.00%. This fee is calculated monthly in advance. The exact fee will be outlined in your advisory agreement. Fees are negotiable.