The Wealth Expedition provides financial education and advice to individuals. Services include investment consultation, determining financial objectives, identifying financial problems, cash flow management, tax strategies, insurance review, education funding, retirement planning, and estate planning. The Wealth Expedition also offers education and advice regarding the analysis and valuation of investment securities, market timing techniques, market forecasts, quantitative and qualitative analysis, advanced derivative strategies, and small business ownership.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1M+ | 0.75% |
Fees may be negotiable in certain cases, based on portfolio size, related household accounts, or the specific scope of advisory services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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