Most wealth managers charge a percentage of assets under management, with the median rate at about 1% on portfolios up to $1 million, declining as assets grow. Independent registered investment advisers (RIAs) typically offer fee-based or fee-only structures without commissions, while wire houses and broker-dealers may charge additional fees or earn commissions on products. The key is to ask for total costs — including management fees, expense ratios, and transaction fees — so you can compare firms on an all-in basis.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
