Advanced Wealth Advice offers investment management services, providing ongoing advice based on individual client needs. They create personalized investment plans with asset allocation targets and manage portfolios accordingly. They also offer one-time financial planning services covering areas like cash flow, college savings, retirement, insurance, and estate planning. Clients can specify restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may vary from this schedule and will be charged as stated in each Client’s active Advisory Agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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