Assembly Wealth offers investment management through its wrap fee program, providing continuous advice based on individual client needs. They develop a personal investment policy and manage a portfolio accordingly. Assembly Wealth also offers standalone financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning. Implementation of the financial plan is at the client's discretion.
Fee Structure
Assembly Wealth's investment management fees are based on a percentage of the assets they manage for you, up to a maximum of 2.0%. These fees are part of their wrap fee program. The fees are calculated at the beginning of each quarter based on the value of your account at the end of the previous billing period. A minimum of $500,000 is required to use this service, though this may be negotiable.