Process Wealth provides investment management by creating investment strategies based on individual client goals, time horizons, and risk tolerance. They may use sub-advisors to manage client assets. Process Wealth also offers financial planning services covering topics such as financial goals, retirement strategy, cash flow analysis, and estate preservation. Clients are not obligated to act on recommendations or effect transactions through Process Wealth.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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