Financial Potential Wealth Management offers ongoing portfolio management, financial planning, and consulting services tailored to each client's specific goals, time horizon, and risk tolerance. Financial Potential Wealth Management builds personalized investment portfolios using various asset classes, such as mutual funds, equities, fixed income securities, real estate funds, and alternatives. The firm operates with the authority to make trades without asking first on client accounts. In addition to investment management, Financial Potential Wealth Management provides financial planning covering investment strategies, insurance, taxes, retirement, college savings, and debt management. Specialized consulting services are also available through an affiliated entity, Rich Legacy. The firm serves individuals, high net worth individuals, and charitable organizations with no minimum account size required.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable. Legacy clients may have a different fee schedule.