Consortium Private Wealth offers investment advice and asset management to individuals, trusts, retirement plans, and businesses. Services include creating tailored investment portfolios, financial planning, and retirement plan consulting. The firm also uses third-party investment advisors to help implement investment portfolios. As a fiduciary, Consortium Private Wealth is legally required to act in the client’s best interest.
Fee Structure
Consortium Private Wealth offers asset management services where they create and manage investment portfolios for clients. The annual fee will not exceed 2.00%, billed quarterly in advance. For clients utilizing third party managers, the maximum annual fee will not exceed 3.00%, which includes Consortium Private Wealth's fee of up to 2.00% and the third party manager's fee of up to 1.00%. Fees are negotiable.