Exemplar Wealth Advisors, LLC
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Exemplar Wealth Advisors provides ongoing portfolio management services based on client goals and risk tolerance. They also offer financial planning services including investment, insurance, tax, estate, retirement, college, cash flow, budget, savings, and debt/credit planning. They may direct clients to third-party investment advisers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees are negotiable and memorialized in the client’s advisory agreement.
Fee Estimator
The firm charges an annual fee based on assets under management, ranging from 1.00% to 2.00%. They also offer performance-based fees for qualified clients (0.75% of AUM plus 20% of capital appreciation). Financial planning fees are fixed and range from $1,000 to $5,000, depending on the complexity. If clients continue with planning but not management, there's an annual fee equal to 80% of the initial fee, billed monthly. The firm may also direct clients to third-party advisors, charging their standard fee on top of the third-party advisor's fee, not exceeding 3% total. There is no account minimum.
Areas of Practice
Location
20860 N Tatum Blvd, Suite 300, Phoenix, AZ, 85050