Traditions Wealth Advisors, LLC.

View SEC Summary

Assets Under Management

$88.8M

Number of Clients

Number of Advisors

Average Client AUM

$1.4M

AUM per Advisor

$44.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Traditions Wealth Advisors offers personalized financial planning, wealth management, and customized investment management to individuals, high net worth individuals, trusts, estates, and small businesses. Advice covers financial objectives, cash flow, tax, insurance, investments, education, retirement, and estate planning.

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $2.0M	0.75%
$2.0M - $5.0M	0.50%
$5M+	0.25%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$5,000

Financial Plan Fee:$5,000

Hourly Rate:$250/hr

The firm charges fees based on a percentage of assets under management. For ongoing service, the minimum annual fee is $5,000. Project-based planning has a minimum fee of $5,000. Hourly planning services are available at $250 per hour with a $5,000 minimum. Full-time employees and their family members are not subject to management fees.

View Full Brochure on SEC