Transparent Fees
Investment Management Services
3i Wealth Management follows a tiered fee schedule, thereby, reducing fees as assets under management increase.
With integrity being one of the three pillars of 3i Wealth Management, transparency with our clients is embedded in our culture. A key question you should ask any advisor is, "What are your fees?" If you can’t understand them, or they are somewhat vague, we suggest moving on to another advisor.
Business Advisory Services
Our Business Advisory Services depend on the complexity of the engagement and the size of the business. Once we determine the resources required to provide value for your business, we charge a flat monthly fee.
Tax Preparation Services
3i Wealth Management offers three specialized investment strategies (see "Investment Approach"). Specialized investment portfolios have a flat fee structure of 1.50% per annum.
Wealth Management Plans
Customized wealth management plans designed for you and your family begin at $500. Your personalized wealth management plan will include:
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Retirement Planning
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Educational Planning
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Household Risk Management
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Strategic Tax Mitigation Planning
IRS Representation Services
After an initial consultation regarding your case, we charge a flat fee from start to finish so you know exactly what to expect. Our fees are competitive with no surprise hourly billing.