Finer Wealth Management provides financial planning, consulting, and investment management services to individuals, families, and businesses. They manage investment portfolios and offer financial planning services such as retirement planning, tax planning, and estate planning. Finer Wealth Management tailors its services to meet the individual needs and objectives of its clients.
Assets Under Management$250M
Clients267
Advisors1
Avg. per Client$940K
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
This fee schedule is for Investment Management Services. For accounts less than $500,000, the firm charges 1.50%. The firm may also charge an additional fixed fee where the services necessary will be in excess of the anticipated asset-based fees. Wealth Management Services have a higher base fee of 1.50% on the first $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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