Assembly Wealth
Assets Under Management
$432.9M
Number of Clients
254
Number of Advisors
7
Average Client AUM
$1.7M
AUM per Advisor
$61.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Assembly Wealth provides investment supervisory services through individual portfolio management within a wrap fee program. They also offer standalone financial planning services, creating detailed plans to help clients achieve their financial goals. Investment recommendations include various securities, tailored to client objectives and risk tolerance.
Fee Structure
Investment Supervisory Services (ISS) fees are based on a percentage of assets under management, with a maximum fee of 2.0%. A minimum of $500,000 in assets under management is required, but this may be negotiable. Financial planning fees range from $125 to $1,200 per hour depending on the advisor's role, or a fixed fee typically ranging from $2,500 to $5,000. Prepaid financial planning fees will never exceed $1200 for work that will not be completed within six months.
Areas of Practice
Location
319 Miller Avenue, Mill Valley, CA, 94941