49th Parallel Wealth Management provides investment management and financial planning services. For clients with at least $1,000,000 under management, financial planning is included. For others, it's a separate fee. Financial planning covers areas like retirement, taxes, insurance, and estate planning. The firm primarily advises on stocks, bonds, mutual funds, and ETFs.
Assets Under Management$3M
Clients5
Advisors1
Avg. per Client$600K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees negotiable for accounts over $10,000,001. Clients with at least $1,000,000 in assets under management receive ongoing financial planning services included with investment management. Clients with less than $1,000,000 in assets under management pay the same investment management fees, but financial planning services are a separate fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
