She Wealth Advisors offers investment management for high-net-worth individuals, families, and small institutions. Portfolios are tailored to each client’s goals, risk tolerance, and time horizon. They may also refer clients to a third-party for financial planning. She Wealth also offers coaching sessions focused on trading techniques, which are strictly educational and do not involve personalized investment advice.
Assets Under Management$1.4M
Clients8
Advisors1
Avg. per Client$180K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.50% |
Fees are determined based on investment strategy, trading activity, portfolio complexity, and overall relationship. Lower fees may be available from other sources.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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