Think Wealth, LLC manages investments for clients using model portfolios tailored to their risk tolerance. They use exchange-traded securities like stocks, bonds, and ETFs. Think Wealth requires a minimum investment of $10,000 for model portfolios, but may waive the $50,000 minimum account size under certain circumstances. The firm does not offer wrap fee programs.
Assets Under Management$4.5M
Clients115
Advisors3
Avg. per Client$39K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may vary due to particular circumstances of the client or as otherwise negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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