Experience Your Wealth, LLC
Assets Under Management
$55.5M
Number of Clients
67
Number of Advisors
2
Average Client AUM
$829K
AUM per Advisor
$27.8M
Compensation
Fixed/Hourly
About This Firm
Experience Your Wealth, LLC offers one-time and ongoing comprehensive financial planning and investment advisory services. Topics include financial goals, cash flow, debt management, tax planning, college funding, estate planning, retirement planning, investment analysis, and insurance review. They may use third-party managers. They do not provide legal, accounting, or insurance services.
Fee Structure
Experience Your Wealth, LLC offers one-time financial plans ($2,500 - $7,000), ongoing financial planning (upfront fee of $1,000 - $3,000 plus an annual fee), project-based financial planning (hourly rate of $200-$600), and hourly consulting services ($200-$600/hour). The annual fee for ongoing planning is based on a combination of earned income and net worth, falling into ranges from $10,000 to $30,000 per year. Educational seminars range from free to $10,000. They do not have a minimum account size requirement, but generally work with clients whose income exceeds $400,000 annually, have a net worth over $2,000,000.
Areas of Practice
Location
RI, United States
