44 Wealth Management provides investment management services on both a discretionary and non-discretionary basis. They work with clients to select investments based on their individual needs and goals, utilizing various investment types including equities, fixed income, and mutual funds. Financial planning and consulting services are also offered, providing clients with a detailed look at their financial condition and recommendations for achieving their financial goals. 44 Wealth Management also has the authority to select independent managers to actively manage a portion of client assets.
Fee Structure
44 Wealth Management's annual investment management fee is based on the total value of assets in your account. The fee is assessed monthly, based on the prior month-end value. The annual fee ranges up to 1.75%. Fees can be structured as a fixed percentage, tiered, or linear schedule.