Illuminate Wealth Management provides a range of financial services, including virtual family office services, wealth management, wealth planning, stand-alone investment management, and virtual CFO services. Illuminate tailors its services to each client's needs, offering discretionary investment management and financial planning. They work with high-net-worth individuals, families, and businesses, coordinating with third-party experts to provide comprehensive solutions.
Assets Under Management$120M
Clients62
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
