FEE-BASED PRICING SYSTEM

FEE-BASED VS FEE-ONLY PRICING - CONSTITUTION WEALTH OFFERS FEE-ONLY PRICING FOR MINIMAL CONFLICT AND MAXIMIZATION OF THE ADVICE YOU NEED

Constitution Wealth tailors our fees to each individual client. We take into account all of our client’s assets and debts, not just the investments that Constitution Wealth manages. 

We offer two different fee-only pricing options: percentage-based pricing and net worth pricing. 

The percentage-based pricing option is best for clients who primarily use Constitution Wealth for investment advice and financial planning, and the fee ranges from 0.25%-2% based on the number of assets managed, as well as the specific investment strategies agreed upon. 

Our net worth pricing option is tailored to each individual client and takes into account all of their assets and debts, not just the investments that Constitution Wealth manages. This approach works better for clients who either have high net worths or a variety of non-stock and bond market-related investments that the advisor must consider. Our advisors will work with the client to determine which pricing option is best for their specific situation.

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