Connective Wealth Partners offers customized wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. For investment management, Connective Wealth Partners works with clients to define their investment goals, risk tolerance, and financial situation to create a portfolio strategy using exchange-traded funds, individual stocks, and alternative investments. Financial planning services include preparing a financial plan or providing a financial consultation based on the client's goals, covering areas like investment, retirement, and education savings.
Fee Structure
Connective Wealth Partners' wealth management fees range from 0.50% to 2.00% annually, based on the amount of assets managed, the complexity of services, and the overall client relationship. Fees are calculated based on the market value of assets at the beginning or end of each calendar quarter and are paid in advance or arrears. Fees may be negotiable at the advisor's discretion.