Voyage Wealth Management offers personalized investment and financial advice. They create an Investment Policy Statement for each client, outlining their financial situation, goals, and risk tolerance. Voyage provides ongoing portfolio management and financial planning services, including retirement planning, education funding, and estate planning. Other professionals, like lawyers and accountants, are engaged directly by the client as needed.
Assets Under Management$23M
Clients25
Advisors2
Avg. per Client$900K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for accounts of $3,000,000 and greater. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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