Designed Wealth USA Ltd. provides investment advice and portfolio management services. They work with clients to determine their investment objectives, risk tolerance, and financial goals. Designed Wealth USA Ltd. customizes investment portfolios and monitors performance, rebalancing as needed. They may use sub-advisory services from SEI Investments Management Corporation to manage accounts.
Fee Structure
Designed Wealth USA Ltd. charges an annual fee for managing your investments, ranging from 1.00% to 2.00% of the market value of your assets. The specific fee depends on the amount you invest, the complexity of the services, and the level of administration required. The fee is billed monthly, based on the balance at the end of the billing period. The advisory fee is negotiable.