Bienvenue Wealth offers investment advisory and financial planning services. They create customized investment strategies based on client goals, risk tolerance, and financial situations. Bienvenue Wealth constructs portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds. They also provide financial planning services covering areas like retirement, education, and savings.
Assets Under Management$99M
Clients128
Advisors2
Avg. per Client$770K
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee for comprehensive wealth planning program. Fees may be negotiable. Includes both investment advisory and financial planning services.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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