Factor Wealth Management provides investment management services, making investment decisions based on a client's financial situation, goals, and risk tolerance. They invest in mutual funds, exchange traded funds, stocks, bonds, and government securities. Factor Wealth Management also offers financial planning services covering retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving. They may also recommend other investment advisors.
Assets Under Management$780M
Clients239
Advisors4
Avg. per Client$3.3M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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