Commoncents Wealth Advisors, LLC
Assets Under Management
$18.9M
Number of Clients
198
Number of Advisors
2
Average Client AUM
$95K
AUM per Advisor
$9.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Commoncents Wealth Advisors provides personalized financial planning and investment management services. Advice covers financial objectives, problem identification, cash flow, tax planning, insurance, education, retirement, and legacy planning. They may use Orion Portfolio Solutions (OPS) or refer clients to Third Party Money Managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
Annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Asset management fees are based on a percentage of assets under management, and may be negotiable. Financial planning is charged hourly at $500/hour. They may refer clients to Third Party Managers and receive a portion of the fee. For Gradient Investments, LLC, fees range from 1.00% to 2.00% annually, depending on the portfolio type. A $25,000 minimum is required to open an account.
Areas of Practice
Location
2144 Seven Springs Blvd, New Port Richey, FL, 34655