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Delegation:
Proactive Planning and
Investment Management

  • OBSERVE: Identify the relevant information affecting you and your financial goals.
  • ORIENT: Understand how to make that relevant information useful to you.
  • DECIDE: Create a prioritized list of actions to improve your progress toward your financial goals.
  • ACT: Investment Management and proactive planning, aligned with your: (a) Preferences, (b) Risk Tolerance, (c) Unique Goals, and (d) Timeless Principles of Successful Investing
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Collaboration:
1-on-1 Planning
and Advice

  • OBSERVE: Identify the relevant information affecting you and your financial goals.
  • ORIENT: Understand how to make that relevant information useful to you.
  • DECIDE: Create a prioritized list of actions to improve your progress toward your specific financial goals.
  • Access to our online planning and account aggregation software.
  • 1-on-1 meetings quarterly or as needed.
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Proactive Planning and Investment Management Fee & Minimums***

  • $500,000 minimum managed assets per household
  • Advisory fees begin at 1.25% (billed quarterly in advance), and drop to 1.00% at $1 million. Fees are negotiable above $1.5 million managed.
  • No transaction fees or commissions.

*** Does not include expenses and fees built into exchange-traded funds, mutual funds, or other investment holdings. Does not include costs from outside sub-managers.

1-on-1 Planning and Advice Fee** 

  • $400 per quarter, with a commitment of four quarters.

** Extraordinary complexity and/or extraordinary travel expenses will require us to charge additional negotiable fees.

For more information about our firm and the services we offer, please send us an email or call. We welcome the opportunity to speak with you.

advisors@athenaprivatewealth.com   |  (847) 299-8877