FortyTwo Wealth
No reviews yet · Serves Nationwide · Specializes in Business Owners/Entrepreneurs, High Net Worth Individuals, Pre-Retirees (5-10 years out)
Wealth advisory services for high-earning CRE Professionals and Real Estate investors.
Services
- Alternative Investments
- Cash Flow Management
- Charitable Giving
- Estate Planning
- Family Office Services
- Real Estate Advisory
- Tax Planning & Strategy
Pricing
- Flat Fee/Retainer — $2,500–$25,000 quarterly
- Percentage of Assets (AUM) — 0.25%–1% of AUM