InverseWealth provides financial planning and investment management services. Financial planning covers cash flow, college savings, debt payoff, retirement, investments, benefits, tax, insurance, and estate planning. Investment management uses quantitative models and ETFs to manage portfolios based on client risk tolerance. InverseWealth also offers asset under advisement services where they provide recommendations, but the client implements them.
Assets Under Management$1.3M
Clients6
Advisors2
Avg. per Client$220K
Avg. per Advisor$650K
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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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