3rd Level Wealth provides financial planning and investment management services. Financial planning covers areas like net worth, cash flow, insurance, retirement, college, tax, and estate planning. Investment management involves continuous advice based on individual client needs and goals. 3rd Level Wealth also offers consulting services for business owners, including assessing their current situation, identifying objectives, and developing a plan to achieve their business goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.00% |
Schedule shown is for Investment Management Services (3rd Level Investments). Clients who also receive financial planning (3rd Level Planning) pay a lower rate: 0-$1mil=1.25%, $1mil-$3mil=.8%, $3mil-$10mil .4%, $10mil+ 0%. There is a $100 upfront fee for 3rd Level Planning.