Theory79 Wealth Design manages investment portfolios and offers personalized financial planning for individuals, families, and businesses. The firm develops customized asset allocations using Modern Portfolio Theory, fundamental analysis, and a variety of securities including stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. Theory79 also provides specialized business and personal financial planning covering cash flow, taxes, retirement, estate planning, and risk management. Additionally, the firm may utilize third-party money managers and technology platforms to deliver its services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees typically range from 0.40% to 1.00% and are negotiable based on account size, number of accounts, and services provided. An additional platform fee of 0.30% annually applies.