Building Wealth Financial Advisory provides investment management and financial planning services. The firm manages investment portfolios and offers advice on accounts held elsewhere, such as 401(k)s and 529 plans. Building Wealth Financial Advisory acts as a fiduciary, meaning they are legally required to act in your best interest. The firm is paid only by client fees and does not receive commissions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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