At Wealth Management, as an SEC Registered Investment Advisor under the Investment Advisers Act of 1940, we proudly uphold a fiduciary duty to act solely in our clients’ best interests. Guided by our core values and commitment to transparency, we believe every financial professional, including stock brokers and insurance agents, should be held to the same high ethical standards. Putting our clients’ best interests first is not only our responsibility but our privilege, and we remain steadfast in this approach as the cornerstone of our business.
A custodian is a trusted financial institution responsible for safeguarding investor assets, primarily stocks. At Wealth Managment, we prioritize your security by working with reputable custodians, such as Charles Schwab, to hold your assets securely. While Wealthman provides financial guidance, we do not directly hold or manage your funds or stocks. You can access your account and monitor assets in real time through the custodian’s secure online portals, ensuring transparency and peace of mind.
At Wealth Management, we operate as a fee-only advisory firm, meaning we earn no commissions. This approach aligns directly with our commitment to our fiduciary duty, ensuring that every decision we make is in your best interest.
Our fee structure is as follows:
First $500,000 – 1.25%
Next $500,000 – 1.00%
Next $1,500,000 – 0.75%
Over $2,500,000 – 0.50%
For an estimate of what our fee might be to work with you, simply fill out the form at the bottom of this page, and we’ll reach out to discuss your financial goals.
Absolutely not! We proudly serve clients nationwide, fostering strong relationships with individuals and families across the country.
At Wealth Management, our minimum for investable assets under management (AUM) is typically $1 million, with the average client holding around $2.5 million in managed assets. While our services are not designed to meet every wealth management need, our principles and approach are crafted to offer exceptional solutions for a select group of investors. We’re always here to answer questions and share our expertise, even if you do not currently meet our minimum AUM requirements.
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WEALTH MANAGEMENT
235 Magrath Darby Boulevard, Suite 150
Mount Pleasant, SC 29464
303.926.0100
800.298.9081
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