Ample Wealth Partners provides asset management, financial planning, and retirement plan consulting. The firm manages investment portfolios using strategies like fundamental analysis and modern portfolio theory, investing in stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts. Ample Wealth Partners also creates personalized financial plans covering tax strategies, retirement, budgeting, estate planning, and insurance. The firm primarily serves individuals, high-net-worth clients, and business owners.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable and billed monthly in advance. Financial planning fees may be waived if clients engage asset management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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