Withum Wealth Management offers investment management services based on a percentage of assets managed, typically between 0.50% and 1.25%. For clients with over $2 million invested, Withum offers an Integrated Wealth Management Platform including wealth planning, annual tax preparation, and periodic estate plan review. Withum also provides standalone financial planning and consulting services for a separate fee. They may recommend unaffiliated independent investment managers and may utilize structured notes and interval funds.
Fee Structure
Withum Wealth Management provides investment management services for a fee based on the value of your portfolio. The fee generally ranges from 0.50% to 1.25% per year. The specific fee is negotiable and depends on factors like the amount of assets managed and the complexity of your situation. Withum Wealth Management generally requires a $1,000,000 minimum asset level for investment advisory services.