Wealth Management fees are based on a percentage of assets under management, generally around 1% annually, but can vary based on portfolio size and services. Financial planning consulting fees are either hourly ($250/hour) or fixed ($2,500 to $100,000). Executive service fees are negotiated annually with the sponsoring corporation. The firm may charge lower fees based on anticipated additional assets, related accounts, pre-existing client relationships, or pro bono activities. Some clients may have grandfathered fee schedules. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee.
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Learn about disclosures →Brendan is an equity partner (less than 5%) at Exencial Wealth Advisors since 2023, dedicating his full work week to the firm. He also manages operations for an affiliated group, including tax preparation and group life and health insurance, spending a few hours per week on this activity.