5T Wealth provides asset management services, financial planning, and family office services. They actively manage client's financial assets and assist them in achieving their long-term goals related to total wealth management, including tax, legal, trusts, and estate planning solutions. 5T Wealth collaborates with your other advisors including lawyers, accountants and banking institutions to provide total wealth management solutions. The majority of their clients are business owners or retired business owners.
Fee Structure
5T Wealth's investment management fees cover asset allocation, portfolio construction, and ongoing monitoring. These fees are separate from those charged by money managers, mutual funds, and ETFs. Fees may be negotiable based on the client's situation and the amount of assets managed. The exact fee will be specified in your Investment Advisory Agreement. Fees are assessed and billed quarterly, determined by the daily average over the course of the quarter. For directly managed held-away accounts, fees are determined by the account value at the end of the quarter. Accounts initiated or terminated during a calendar quarter will be charged a pro-rated fee. An account may be terminated with written notice at least 15 calendar days in advance.