Cultivating Wealth offers investment management, financial planning, and consulting services. They create personalized investment strategies based on each client's goals, risk tolerance, and financial situation. Financial planning covers areas like retirement, insurance, taxes, and estate planning. They also provide consulting for small business owners and divorce financial planning.
Assets Under Management$170M
Clients173
Advisors5
Avg. per Client$960K
Avg. per Advisor$33M
www.feeonlynetwork.com/financial-advisor/liz-sy... ·wealthtender.com/financial-advisors/liz-sylvan-... ·wealthtender.com/advisory-firms/cultivating-wealth
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable. Legacy clients and family & friends of CW associates may pay lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
