Build Wealth Partners is a registered investment advisor located in Arizona that provides combined wealth management and business consulting services under a single unified engagement. Because the firm believes personal wealth and business success are connected, clients receive both services together and cannot choose them separately. The wealth management side includes ongoing investment management with custom asset allocation, portfolio monitoring, and discretionary trading, along with financial planning covering retirement, cash flow, college savings, employee benefits, estate planning, risk management, and tax planning strategies. The business consulting side covers strategic business analysis, profitability and cash flow optimization, financial insights, and collaboration with outside certified public accountants. Build Wealth Partners also offers project-based hourly consulting for specific business or financial needs such as bookkeeping, payroll support, succession planning, and business exit strategies.
Fee Structure
Build Wealth Partners charges a combined monthly fee that covers both investment management and business consulting services. The fee is based on your annual gross revenue:
- $0 to $3,000,000 in gross revenue — $1,000 per month ($12,000 per year)
- $3,000,001 to $5,000,000 in gross revenue — $1,500 per month ($18,000 per year)
- $5,000,001 to $10,000,000 in gross revenue — $2,500 per month ($30,000 per year)
- Over $10,000,000 in gross revenue — Negotiable based on complexity, up to $5,000 per month ($60,000 per year)
This monthly fee is payable in advance every 30 days and applies to all clients, as investment management and business consulting are always bundled together.