Wealth and Plan offers investment management and financial planning services. Investment management involves creating and managing a portfolio based on your goals and risk tolerance. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. They also offer ongoing and project-based financial planning.
Assets Under Management$0
ClientsN/A
Advisors1
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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable and may vary by client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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