Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable and the final fee schedule is evidenced in the Investment Management Agreement.
Fee Estimator
Illumination Wealth Management charges fees for Financial Life Management based on a percentage of adjusted gross income (AGI) plus a percentage of net worth. Investment Management services have a tiered fee schedule based on assets under management, with a $1,500 minimum for accounts under $100,000. Financial Life Management has a minimum quarterly fee of $2,000. Pension consulting is offered for a fixed fee between $500-$1,500 for initial consulting and an annual fixed fee with a $500 annual minimum paid quarterly in advance.
Areas of Practice
Advisor Information
Office location
Orinda, CA
Get directionsRegulatory History
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