Illumination Wealth Management provides financial life management services, including financial planning and investment management. Financial planning covers income and tax management, retirement planning, debt management, education planning, estate planning, and asset protection. Investment management services are offered on a discretionary or non-discretionary basis, utilizing diversified portfolios based on client needs and objectives.
Assets Under Management$380M
Clients220
Advisors9
Avg. per Client$1.7M
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable. Minimum fee of $1,500 applies to accounts under $100,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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