Privé Wealth Management offers personalized financial advice to individuals, families, and businesses. Services include financial organizing, insurance planning, comprehensive financial planning, ongoing advisory retainers, and investment management. Privé Heritage is a premium service for high-net-worth households, offering integrated wealth management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For business owners, personal and business accounts can be combined for tier determination using the business tier structure: Combined under $3M: 1.00%. Combined $3M–$9.99M: 0.75%. Combined $10M+: 0.50%. Privé Heritage clients pay a flat annual fee that includes investment management up to a defined AUM cap, with a 0.35% overage rate on assets managed above the cap.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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