Superior Planning Wealth Management & Family Office
Fee-Only (% of Portfolio)Fixed/Hourly
Superior Planning Wealth Management & Family Office (SPWMFO) offers family office services, investment advice, and succession planning to families and their related entities. SPWMFO works with clients to develop an investment strategy and selects from various portfolio models. They also coordinate with other advisors like attorneys and accountants. SPWMFO also offers financial planning and wealth management programs for a subscription fee.
Assets Under Management$190M
Clients335
Advisors9
Avg. per Client$570K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$1M
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and may be lower than 2%. A $10,000 annual minimum fee generally applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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