Threshold Wealth Advisors provides wealth management services that combine ongoing investment portfolio management with personalized financial planning. Threshold Wealth Advisors helps clients build customized investment strategies using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, adhering to Modern Portfolio Theory. In addition to managing investments, Threshold Wealth Advisors assists with business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal setting, insurance reviews, retirement planning, risk management, and tax planning strategies. Threshold Wealth Advisors serves individuals, high-net-worth individuals, and corporations or businesses. Clients can also hire Threshold Wealth Advisors for standalone, project-based financial planning to address specific questions or goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable and paid quarterly in advance.