Momentum Wealth Management offers personalized investment management and financial planning services to help clients build, grow, and protect their wealth. Specializing in retirement investing and income replacement strategies, the firm builds customized portfolios using mutual funds, exchange-traded funds, individual bonds, structured notes, and equities. Momentum Wealth Management tailors its approach based on personal consultations, risk tolerance questionnaires, and third-party risk analysis tools. In addition to ongoing portfolio supervision, the firm provides comprehensive financial planning covering retirement, taxes, cash flow, insurance, and estate planning coordination. Clients can choose between asset-based management fees or flat fee arrangements. Momentum Wealth Management works with individuals, high-net-worth clients, trusts, estates, and business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees are billed monthly in arrears. Maximum annual fee is capped at 2.00%, but alternative flat fees or negotiated rates may apply based on client circumstances.