6|21 Private Wealth provides financial advice and manages investments for individuals, families, and retirement plans. They focus on understanding your financial situation and goals to create customized strategies. They offer both financial planning and investment management services, believing that the best approach is to consider them together. They primarily use low-cost ETFs and mutual funds, and may also use individual securities, bonds, and alternative investments when appropriate.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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