Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
Exemplar Wealth Advisors provides portfolio management services based on client goals, objectives, and risk tolerance. Financial planning services include investment, insurance, tax, estate, retirement, college, cash flow, budget, and debt planning. They may direct clients to third-party investment advisers and limit investment advice to specific types of investments.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees are negotiable.
20860 N Tatum Blvd, Suite 300, Phoenix, AZ, 85050