Constitution Wealth LLC
Assets Under Management
$53.5M
Number of Clients
126
Number of Advisors
6
Average Client AUM
$425K
AUM per Advisor
$8.9M
Compensation
Fee-Only (AUM)
About This Firm
Constitution Wealth LLC provides tailored investment advice through a discretionary managed account program, including financial planning. They utilize model portfolios with ETFs and individual equities. They also offer a digital wealth management platform through Betterment. The firm provides sub-advisory services to affiliated and unaffiliated registered investment advisers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
You'll pay an annual fee based on your assets under management, not exceeding 1.20%. For clients opting for strategies managed by a third-party advisor, additional fees may apply. The fee is billed quarterly in advance, based on the balance at the end of the preceding calendar quarter. Fees are negotiable. The digital wealth management program offered through Betterment charges an asset-based wrap fee quarterly in arrears, and Betterment charges a separate asset-based program fee.
Areas of Practice
Location
WY, United States