Compound Wealth offers wealth management services, including portfolio management and financial planning, tailored to clients' goals and risk tolerance. They provide both discretionary and non-discretionary services. Financial planning covers areas like investment, retirement, tax, and estate planning. Compound Wealth may also recommend third-party money managers. They also offer tax and accounting services through an affiliate.
Assets Under Management$43M
Clients81
Advisors2
Avg. per Client$530K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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