3i Wealth Management provides ongoing portfolio management based on individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. The firm also offers ongoing financial planning services, including investment planning, insurance, tax, retirement, and college planning. 3i Wealth Management generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, and derivatives.
Assets Under Management$23M
Clients156
Advisors1
Avg. per Client$150K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $275K | 1.00% |
| $275K+ | 1.00% |
Client accounts that have assets of $275,000 or less will pay a fixed annual fee of $2,500. Specialized Investment Strategies have a flat fee structure of 1.50% of all assets under management. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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