Filigree Wealth Advisors provides investment management and financial planning services. Investment management involves creating and managing portfolios with various securities. Financial planning includes investment, retirement, estate, charitable, education, and tax planning. Filigree Wealth Advisors also uses third-party investment managers to implement investment portfolios.
Fee Structure
The maximum annual fee for investment management will not exceed 0.90%. Fees are billed quarterly based on the average daily value of your account. Fees are negotiable and deducted from client accounts. If you use a third-party investment manager, you'll be charged a separate fee by them, but the combined annual fee from Filigree Wealth Advisors and the third-party manager will not exceed 1.5%.