Daybreak Wealth offers one-time financial planning and ongoing wealth management services. One-time planning is offered at Daybreak's discretion to prospective wealth management clients only. Wealth management includes consulting, financial planning, and investment advice, customized to each client's needs through ongoing contact and personal interactions. Daybreak primarily uses low-cost mutual funds and exchange-traded funds.
Fee Structure
Daybreak Wealth charges an annual flat fee for wealth management services, assessed quarterly. The fee varies based on the amount you invest, the complexity of your financial situation, and how often you want to meet with your advisor. The fee will not exceed 2% of your investments.
- Tier 1: $9,000/year for $500,000 - $1.49M in investments, includes up to 2 meetings per year.
- Tier 2: $16,000/year for $1.5M - $5M in investments, includes up to 4 meetings per year.
- Tier 3: $36,000/year for $5.1M - $8M in investments, includes up to 5 meetings per year, and asset management of child accounts up to age 25 at no additional cost.
For investments over $8M, contact Daybreak for a custom quote.