Excel Wealth Management, LLC
Assets Under Management
$273.0M
Number of Clients
520
Number of Advisors
5
Average Client AUM
$525K
AUM per Advisor
$54.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Excel Wealth Management offers customized investment advisory solutions, including discretionary investment management, to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. They also provide financial planning services covering investment, retirement, education, and insurance needs. They may utilize Betterment Institutional or unaffiliated money managers.
Fee Structure
Investment management fees are based on assets under management and are paid quarterly, in advance. Fees generally do not exceed 1.75%. Financial planning services are offered on an hourly basis ($100-$450/hour) or for a fixed fee ($250-$10,000), negotiable based on complexity. Retirement plan advisory fees are charged up to 2.00% annually and are also negotiable. Clients may incur additional fees from custodians or program sponsors.
Areas of Practice
Location
935 Main Street, Unit E, Manchester, CT, 06040