Remnant Wealth is a fee-only registered investment advisor that provides investment management and financial planning services. Investment management services involve continuous advice regarding the investment of client funds. Financial planning services involve an evaluation of a client's current and future financial state. Remnant Wealth may recommend third-party professionals but does not receive compensation from 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.65% |
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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