Overture Wealth Management is a fee-only registered investment advisor based in Conshohocken, Pennsylvania, founded in 2024. Overture Wealth Management provides comprehensive wealth management services, which combine continuous investment management and financial planning. When managing investment portfolios, Overture Wealth Management creates customized asset allocation strategies using stocks, bonds, exchange-traded funds, mutual funds, and cash equivalents, and operates with discretionary authority to make trades on behalf of clients. Financial planning is included at no additional fee for wealth management clients, covering areas such as retirement planning, tax strategies, cash flow and debt management, estate planning, risk management, and college savings. Overture Wealth Management has an affiliated tax preparation firm, Overture Tax Preparation, which creates a potential conflict of interest when clients are referred for tax services.
Fee Structure
Overture Wealth Management charges an annual flat fee for wealth management services, which range from $7,500 to $15,000 per year. Fees are paid quarterly in arrears and depend on factors such as your specific needs, financial complexity, and the time required to service your account. A comprehensive financial plan is included at no extra cost.