Angel Wealth Advisors provides investment advice and financial planning to individuals, high net-worth individuals, charitable organizations, and corporations. The firm offers investment management, ongoing financial planning, and project-based financial planning. Clients can choose services separately or combined. Angel Wealth Advisors is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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