Top Rank Wealth Management offers personalized investment management and financial planning services to individuals and families. The firm builds customized portfolios based on each client's goals, time horizon, and risk tolerance, and manages investments without requiring client approval for every individual trade. In addition to portfolio management, Top Rank Wealth Management creates comprehensive financial plans that cover cash flow analysis, retirement strategies, long-term investment planning, tax reduction strategies, and estate preservation. The firm's team also maintains affiliations with entities that offer insurance products and legal planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Flat rate/breakpoint fee schedule where the entire portfolio is charged the same asset management fee. Fees are negotiable based on historical relationships, asset types, and future earning capacity.