Full Court Strategic Wealth provides investment advice and financial planning to individuals, high net worth individuals, business entities, trusts, and estates. Services include investment management, referral arrangements with other registered investment advisors, joint advisory engagements, and financial planning and consulting. Full Court does not have a minimum account size.
Fee Structure
Full Court Strategic Wealth offers investment management services where fees are based on the value of your portfolio. The annual fees range from 0.25% to 1.00%, but will not exceed 2.00%. The exact fee depends on factors like the amount of assets managed, account composition, and the complexity of the engagement. Full Court also uses a third party manager to purchase municipal bonds and closed-end funds, which charges an additional fee of 0.10% to 0.15% of yield per year on individual bond purchases and 0.65% on closed-end mutual fund purchases.