212 Wealth Management Group offers investment management services to individuals, high net worth individuals, pensions, and profit-sharing plans. They also provide financial planning services at an hourly rate. Clients with asset management accounts may receive financial planning as part of the service at no additional charge. 212 Wealth Management Group works with clients to tailor portfolios to meet their specific needs and objectives.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All accounts are grouped when determining fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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