Voyage Wealth Management provides investment management and financial planning services to individuals and high-net-worth individuals. Voyage also offers business financial planning and retirement plan management to corporations. Voyage is a fee-only firm, meaning it only receives compensation from clients for its services. Voyage may recommend third-party professionals, but clients are not obligated to use them.
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 $500K | 1.15% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
For clients who also use Voyage's ongoing financial consulting services, investment management is included at no additional fee for the first $250,000 of assets. The standard investment management fee applies to assets over $250,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
