Urban Wealth Management
Assets Under Management
$202.1M
Number of Clients
473
Number of Advisors
2
Average Client AUM
$427K
AUM per Advisor
$101.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Urban Wealth Management Group provides investment management and financial planning services through customized portfolios and separately managed accounts. They tailor their products to client-specific needs, considering investment objectives, horizon, risk tolerance, and any restrictions. They also offer sub-advisory services through third-party advisers like AssetMark.
Fee Structure
The annual investment management fee is negotiable but generally ranges from 1.25% to 0.15% based on AUM, with higher AUM resulting in lower fees. Financial planning services are automatically included at no additional cost for clients with assets exceeding $500,000. Fees are deducted from client accounts. Financial planning fees are directly invoiced to the client. Estate planning fees are $1,800 for creating a trust and $600 for updating a trust.
Areas of Practice
Location
841 Apollo Street, Ste 320, El Segundo, CA, 90245