Soulence Wealth Management II offers investment management services, including third-party managers and custom-traded portfolios. They also provide financial planning as part of their investment advisory services, covering areas like estate management, life insurance, and retirement planning. Financial planning is not offered as a standalone service. Soulence uses various analysis methods, including charting, fundamental, and technical analysis, to manage client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.30% |
Fees are negotiable and may vary among clients. When assets are allocated to third-party managers, the third-party managers charges a fee for their management, the third party management fee is in addition to the base advisory fee and will be included into the total fee charged and collected from you.