Formula Wealth offers ongoing financial planning, investment management, and hourly or project-based financial planning. For clients with over $10 million in net worth, Formula Wealth provides ultra-high net worth estate planning services. Investment management is tailored to individual client needs and goals. Formula Wealth primarily uses passive investment management strategies.
Assets Under Management$43M
Clients9
Advisors1
Avg. per Client$4.8M
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management
Formula Wealth offers investment management combined with ongoing financial planning for a flat annual fee of $20,000. To qualify, your portfolio must total a minimum of $2 million, so that the fee represents at most 1% of your portfolio. Fees are negotiable.
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