Assets Under Management
$273.0M
Number of Clients
520
Number of Advisors
5
Average Client AUM
$525K
AUM per Advisor
$54.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Excel Wealth Management offers customized investment advisory solutions, including discretionary investment management. They work with clients to identify goals, risk tolerance, and financial situations to create a portfolio strategy. Financial planning services are also offered on an hourly or fixed-fee basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.70% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.45% |
| $1M+ | 0.30% |
This fee schedule applies to accounts implemented through Betterment Institutional.
935 Main Street, Unit E, Manchester, CT, 06040