Antoine Wealth Management offers financial planning on topics like cash flow, college funding, retirement, and estate planning. They also provide ongoing portfolio management services. The firm conducts an initial interview to discuss the client's situation, goals, and the scope of services. They manage portfolios on a discretionary or non-discretionary basis.
Assets Under Management$3.5M
Clients9
Advisors1
Avg. per Client$390K
Avg. per Advisor$3.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1000K | 0.75% |
| $1M+ | 0.50% |
Installment plan clients pay 0.35% per year in addition to their fixed planning fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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