Our Services
Our in-depth knowledge of Managing Director structure and compensation is unparalleled. We focus on helping you build multigenerational wealth and pursue early financial independence.
At Adventure Wealth you won’t be forced to teach an advisor about your compensation; we start optimizing your specific benefits immediately.
Minimum Fees
Adventure Wealth offers a highly customized plan for Accenture Managing Director clients that maximizes the opportunities provided to them. This work includes maximizing Accenture comp opportunities and strategically selling Accenture shares to supplement cash flow and diversify investments.
Adventure Wealth is a boutique wealth management firm that only works with around 40 client families. The minimum fee to work with Adventure Wealth is $20,000 per year.
Investment Management
We offer portfolio management services customized to your situation and goals. Fees include financial planning and are charged quarterly based on assets under management (AUM).
Under $1M: 1.25%
On the next $2M: .9%
On the next $2M: .6%
Over $5M: .45%
On a $2 million portfolio: 1.25% on the first $1M, .9% on the remaining $1M (total fee = $21,500 / year)
Financial Planning
Together, we’ll map your priorities to create a framework for the future.
We extensively cover:
Cash flow, taxes*, insurance, investing, education, retirement, and estate planning*
– Annual contract with monthly fee –
*Prices include tax preparation and access to estate planning at TrustandWill.com
Schedule a Consultation
You can find the full meeting process below, but our first interaction is a free 30 minute meeting so I can learn your needs and answer any questions. It’s a no-pressure meeting, so don’t worry about a boring sales pitch.
Our Approach
We’ll work together to build out your ideal life – because you’re the expert on it! We’ll add in our financial expertise when building out, executing and adjusting the plan.
Models
Our financial models help you visualize how your compensation builds up. It has RSU plans built in so you can see how simple changes can make huge differences in your financial independence.
Client Meeting Process
Ready to get started?
Click the button to schedule our first meeting on my calendar. No back and forth, making things as efficient as possible!
More Details
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The process at Adventure Wealth starts with a free 30-minute discovery call to make sure we are a good fit for each other. From there, onboarding involves building a complete picture of your financial situation, covering income, equity, taxes, insurance, estate planning, and goals. Once that foundation is in place, we develop a comprehensive financial plan and schedule regular check-ins to review and refine it as your life and compensation evolve.
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Holding a large position in your employer’s stock introduces meaningful risk, and we take that seriously at Adventure Wealth. We work with you to build a tax-efficient diversification strategy that accounts for your vesting schedule, capital gains exposure, and the rest of your investment portfolio, with the goal of reducing concentration risk over time without creating unnecessary tax events in the process.
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Yes, financial planning is included as part of Adventure Wealth’s investment management fee. Clients who work with us on a managed assets basis receive ongoing financial planning as an integrated part of the engagement, not as a separate billable service.
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Adventure Wealth Advisors offers portfolio management services to individual investors, customized to each client’s situations and goals. We’ll work with you to understand your goals and craft a plan accordingly.
We focus on passive investing strategies that minimize asset turnover and taxes. We don’t day trade or try to jump on the latest trends, but instead invest for the long term.
Our fees are charged based on the total assets under management and reduce as totals increase.