Wealth Transitions provides investment management services on both a discretionary and non-discretionary basis. They also offer asset management advice where they provide recommendations, but the client makes the final decisions. Additionally, Wealth Transitions offers financial consulting and planning services, including full financial plans covering various aspects of an individual's financial life. They also hold educational workshops.
Assets Under Management$6.2M
Clients24
Advisors1
Avg. per Client$260K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is a flat rate schedule, the entire portfolio is charged the same asset management fee. The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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