Three Phases Wealth Advisors provides financial planning and investment management services to individuals. They offer ongoing financial planning, where they work with clients to develop and implement a financial plan, monitor progress, and make adjustments as needed. They also offer investment management services, creating and managing portfolios based on the client's individual needs and goals.
Assets Under Management$0
Clients8
Advisors3
Avg. per Client$0
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 | 1.00% |
Fees are negotiable and may vary based on factors including the size of the client’s account, the scope and complexity of services provided, the anticipated time and resources required, and the overall nature of the client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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