Experience Your Wealth, LLC (EYW) provides one-time and ongoing financial planning and investment advisory services. Planning covers financial goals, cash flow, debt, taxes, college funding, estate, retirement, investments, insurance, employee benefits, risk, and business planning. EYW recommends clients consult with qualified professionals for tax, estate, and insurance matters. For investment management, EYW uses third-party managers and provides ongoing oversight.
Fee Structure
Experience Your Wealth, LLC does not directly manage investments. Instead, they connect you with third-party money managers. You'll pay the money manager's fee directly, as disclosed in their own brochure. Experience Your Wealth, LLC will not charge a separate advisory fee for overseeing the third-party manager. Clients will not be charged an aggregate advisory fee in excess of 3% of assets under management.
