Exponent Wealth provides financial planning and investment management services to individuals, families, and businesses. They offer ongoing asset management, determining investment goals, objectives, and risk tolerance. Exponent Wealth can hire sub-advisers to manage client assets. They also provide financial planning services that evaluate a client’s current and projected financial position.
Assets Under Management$40M
Clients24
Advisors6
Avg. per Client$1.7M
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.60% |
Fees are negotiable under certain circumstances, generally if a client’s portfolio is greater than $100 million or if a client has the potential to be a $100 million portfolio relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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