Ticino Wealth offers wealth and investment management services, including financial planning and selection of third-party asset managers. They work with clients to create customized investment plans based on their individual needs and goals. Ticino Wealth emphasizes continuous communication with clients regarding any significant life events or changes that could impact their financial objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee rate for new clients. Fees are based on cumulative household assets under management/advisement, with the exception of corporate plans, which cannot be included with personal assets for fee reductions. Ticino Wealth may negotiate a fee rate that differs substantially from their standard fee for investment and wealth management services provided to certain clients or for specific client holdings (e.g., held-away assets).