Traveka Wealth provides financial planning, consulting, and investment management services. Financial planning includes retirement, education, estate, business, insurance, tax, and cash flow analysis. Investment management includes discretionary and non-discretionary management of investment portfolios, primarily using mutual funds, exchange-traded funds, privately placed securities, and independent investment managers. Traveka Wealth also uses Dynasty Financial Partners for operational and back-office support.
Fee Structure
Traveka Wealth charges an annual fee based on the value of your portfolio. This fee can vary up to 1.25%, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance. The firm may also charge a fixed fee for investment management services, which will be individually negotiated. There is a minimum annual fee of $20,000 or a minimum portfolio value of $2,000,000.
