6|21 Private Wealth, LLC is a registered investment advisor founded in 2025 and based in Tucson, Arizona. The firm offers comprehensive net worth management, blending financial planning and discretionary investment management to help clients navigate their financial lives. 6|21 Private Wealth builds tailored portfolios using low-cost exchange-traded funds, mutual funds, individual securities, bonds, and occasionally private market assets or alternative strategies. For smaller portfolios under $250,000, the firm provides model portfolio management. In addition to individual wealth management, 6|21 Private Wealth assists retirement plan sponsors with plan oversight and guides families and foundations in establishing generational structures and charitable strategies. The firm operates as an independent fiduciary, putting client interests first, and maintains its primary custodial relationship with Charles Schwab & Co., Inc.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Portfolios under $250k pay a minimum annual fee of $2,100. Portfolios between $250k and $500k pay between 1.6% and 2.0%. Fees may be negotiated at the firm's discretion.