Assets Under Management
$53.5M
Number of Clients
126
Number of Advisors
6
Average Client AUM
$425K
AUM per Advisor
$8.9M
Compensation
Fee-Only (AUM)
Constitution Wealth, LLC offers discretionary portfolio management services tailored to client needs, including financial planning. They use model portfolios implemented through ETFs and individual equities. They also offer a digital wealth management platform through Betterment. The firm provides sub-advisory services to affiliated and unaffiliated registered investment advisers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.35% |
Fees are negotiable.
WY, United States