Exemplar Wealth Advisors (EWA) provides ongoing portfolio management based on your individual goals and risk tolerance. EWA also offers financial planning, including investment, insurance, tax, estate, retirement, college, cash flow, budget, and debt planning. EWA may direct clients to third-party investment advisors. EWA generally limits its investment advice to commodities, equities, mutual funds, fixed income securities, insurance products (including annuities), equities, private equity funds, IPOs, real estate funds (REITs), ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.75% |
Fees are negotiable. Qualified clients will pay an annual fee of 0.75% of assets under management along with a 20.00% performance fee based on capital appreciation.