49 Wealth Management provides financial planning, consulting, and investment management services to individuals, high-net-worth individuals, trusts, estates, corporations, business entities, and pension and profit-sharing plans. Financial planning covers business, trust and estate, insurance, retirement, tax, cash flow, and education planning. Investment management involves allocating assets among mutual funds, ETFs, structured notes, annuities, alternative investments, and third-party investment managers.
Fee Structure
49 Wealth Management charges a maximum of 1.65% of your portfolio's value annually for investment management. This fee is negotiable and may vary based on the size of your account, the complexity of your portfolio, and the level of activity in the account. The fee is paid quarterly in advance.