55 Wealth, LLC offers investment advice and financial planning services. This includes reviewing your financial goals, recommending how to allocate your investments across different assets like stocks, bonds, and mutual funds, and creating written investment strategies. The firm also offers financial planning consulting services, such as risk assessment, investment planning, and estate planning. The advice is tailored to your individual needs and goals. Managed accounts are available to individuals, high net worth individuals, and accredited investors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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