24Acres Wealth offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. This includes creating an investment strategy, asset allocation, and regular portfolio monitoring. Financial planning, covering areas like retirement, college, and tax planning, is included with portfolio management at no extra cost. 24Acres generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $9.0M | 0.60% |
| $9.0M - $12.0M | 0.40% |
| $12M+ | 0.30% |
Fees are negotiable based upon the type of client, the complexity of the client's situation, and the other services that 24Acres may provide to the client.