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 Fee
Our highly specialized knowledge has proven incredibly valuable for our Accenture MD clients who now have confidence they’re maximizing their careers.
As Adventure Wealth is a boutique form, we limit the number of families we support and require a $10,000 minimum annual fee for new clients.
Fee Calculation
Gross annual income x 1% + net worth (excluding house) x .25%
Example: Gross income: $700k (1%) + Net Worth: $2M (.25%)
Annual fee = $7k + $5k or $12,000/yr
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!