Momentum Wealth Strategies offers financial planning and investment management services to individuals, high-net-worth individuals, businesses, and financial institutions, with a focus on retirement planning. Investment strategies are tailored to each client's goals, risk tolerance, and time horizon. The firm manages assets on a discretionary basis and does not take custody of client funds. They offer a wrap fee program and also utilize LPL Financial sponsored platforms.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.70% |
Clients can combine multiple household accounts to receive a lower tiered schedule fee which may vary by Client based on the number of accounts. The Advisor only offers investment management as part of a wrap fee program.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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