Measured Wealth offers asset management, financial planning, and pension consulting services. Investment strategies are tailored to client needs and may include stocks, bonds, ETFs, and options. Financial planning covers areas like retirement, estate, tax, and education planning. Pension consulting assists employer plan sponsors with retirement plan establishment and monitoring. Measured Wealth may utilize Independent Money Managers.
Assets Under Management$460M
Clients598
Advisors10
Avg. per Client$780K
Avg. per Advisor$46M
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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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.85% |
| $7.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
A client's legacy fee schedule could be honored and may be more or less than the Measured Wealth standard fee schedule. If an option strategy is employed, an additional 0.25% will be added to the fee schedule. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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