Framework Wealth is a registered investment advisor founded in February 2025 and based in New York. The firm provides personalized investment management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and corporations. Framework Wealth builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and private market investments, and may also utilize third-party investment managers. For clients utilizing investment management services, ongoing financial planning is included at no additional cost. Framework Wealth also offers standalone one-time financial planning covering areas such as business planning, cash flow, college savings, employee benefits, estate planning, insurance, retirement planning, tax strategies, and risk management. Additionally, Framework Wealth provides macroeconomic consulting services related to alternative investments to other registered investment advisory firms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.63% |
Fees are negotiable. Ongoing financial planning is included at no additional cost for investment management clients.