Advocates Wealth Planning offers financial planning and investment management services to individuals. Financial planning covers cash flow, retirement, tax, estate, and education funding. Investment management uses a diversified, global approach with mutual funds and ETFs, tailored to client needs and risk tolerance. They follow a set of model portfolios for scalability purposes, but customize portfolios for clients.
Assets Under Management$370M
Clients175
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$94M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees over $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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