Pricing
Financial planning should be transparent and available to everyone. E.W. Wealth Management's three transparent pricing models were developed to ensure openness and accessibility to all.
Designed for:
Individuals who do not have a need for the wealth management services or do not meet the required minimums.
This monthly subscription relationship is available in varying degrees of detail and meeting times per year.
Fee Schedule:
$100 - $250 per month depending on services needed.
Fees can be deducted from investment accounts and/or paid out-of-pocket.
Does not include, if applicable, a potential platform or underlying investment fee.
Wealth Subscription
Wealth Management
Designed for:
Individuals looking for comprehensive financial planning and advice.
This traditional pricing model provides unlimited communications and meetings throughout the year.
Fee Schedule:
Under $500,000 = 1.1%
$500,000 - $1,000,000 = 0.6%
Over $1,000,000 = 0.3%
Individuals need over $100,000 of managed assets to qualify.
Does not include, if applicable, a potential platform or underlying investment fee.
Hourly Consulting
Designed for:
Short-term engagements or one-time financial plans.
Hourly work can be applied toward a wealth subscription model if a client decides to continue services moving forward.
Fee Schedule:
$200 / hour