Fluence Wealth Management provides investment advice on a non-discretionary basis, meaning they make recommendations but you have to approve each trade. They focus on no-load mutual funds, ETFs, stocks, and bonds. They also offer pension consulting services to retirement plans, including reviewing investment objectives and helping select investment options. Fluence Wealth Management does not manage client assets directly.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fee schedule is for non-plan assets. Plan assets have a different fee schedule: First $1M: 0.80%, Next $1M-$5M: 0.75%, Next $5M-$10M: 0.72%, Over $10M: 0.65%. Plan accounts are subject to a minimum annual fee of $1,200 if the market value of the plan's assets is less than $150,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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