It is important to know what you're paying when you buy any product or service. As an independent financial advisor and fiduciary for our clients we support complete transparency in everything we do. If you have any questions about our fees, please contact us.
Fee Schedule on managed assets (minimum accounts start at $50,000) - All accounts will have access to all of the portfolios, rebalancing, tax loss harvesting, account aggregation and planning tools. In all relationships above $250,000 of managed assets you will be assigned an experienced CFP®*.
0.79% - $50k–$500k
For Households that exceed $250,000, access to a Financial Planner to assist with your planning needs.
0.69% - Next $2.5M
Proactive Financial Advisor assisted planning and portfolio support. Additionally, households that exceed $1M will benefit from Advisor recommended advanced planning strategies and access to our tax counsel.
0.59% - Next $2M
Dedicated Advisory Team - full engagement in creating financial plans, advanced planning strategies and tax consulting.
0.49% - Next $5M
All of the above with access to our Alternative Investment Platform, tax return preparation and filing services.
0.45% - Over $10M
All of the above.
For Households that are below certain asset thresholds, the other services that Media Wealth provides are still available for an additional fee. If you are interested in any of the services referenced above, please contact us to get a quote.
*CFP® - CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.