WLTH Capital Management provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. WLTH Capital creates customized investment strategies based on client goals and risk tolerance, primarily using mutual funds and ETFs. They also offer standalone financial planning services covering estate, tax, and investment planning. For clients who don't meet the wealth management minimum, WLTH Capital offers the Foundations and Legacy Programs.
Assets Under Management$170M
Clients64
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$84M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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