Tailored Wealth, LLC provides personalized investment management and financial planning services to individuals, high-net-worth individuals, businesses, and retirement plans. Operating as a registered investment advisor, Tailored Wealth acts in your best interest to build customized portfolios primarily using low-cost exchange-traded funds and mutual funds tailored to your risk tolerance, time horizon, and goals. In addition to managing your investments, Tailored Wealth offers comprehensive financial planning covering retirement, education savings, tax strategies, and estate planning. Tailored Wealth also provides retirement plan consulting services to businesses and plan sponsors. The firm requires a minimum relationship size of $500,000 to open an account, though this minimum can be reduced or waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the sole discretion of Tailored Wealth. Fees take into consideration aggregate assets under management.