Artistic Wealth Strategies offers investment management and financial planning services to individuals, families, and businesses. As a fee-only firm, Artistic Wealth is only compensated by its clients. Investment management involves creating and managing portfolios based on client goals and risk tolerance. Financial planning covers areas like retirement, taxes, insurance, and estate planning. Artistic Wealth may recommend outside investment managers.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1000K | 1.30% |
| $1M+ | 1.00% |
For Clients with more than $3,000,000 in managed assets, Ongoing Financial Planning is included at no additional charge. Clients may pay an additional advisory fee when an Outside Manager is used. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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