Ametrine Wealth Management provides investment advice and manages investment portfolios for clients. Ametrine also offers financial planning services on a one-time or ongoing basis, covering areas like retirement, taxes, insurance, and estate planning. Ametrine is a fee-only firm, meaning it only gets paid by its clients for its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.50% |
| $6.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period. The advisory fee is a blended tier. The minimum quarterly fee is $1,250. If Ametrine Wealth Management utilizes an Outside Manager, the above fee schedule includes the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.