Artistic Wealth

Artistic Wealth

No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Divorced Individuals

Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.

Services

  • 401(k) & IRA Management
  • Alternative Investments
  • Asset Allocation
  • Cash Flow Management
  • Charitable Giving
  • Debt Management
  • Equity Compensation
  • ESG/Impact Investing
  • Estate Planning
  • Executive Compensation
  • Family Wealth Transfer
  • Financial Advice & Coaching
  • Financial Planning
  • Individual Tax Preparation
  • Insurance Planning
  • Investment Management
  • Life Transition Planning
  • Pension Planning
  • Philanthropic Planning
  • Portfolio Management
  • Portfolio Rebalancing
  • Retirement Planning
  • Risk Management
  • Social Security Planning

Pricing

  • Flat Fee/Retainer Financial Planning — $3,600–$100,000 one-time
  • Hourly Planning — $949–$2,500/hour
  • Ongoing Planning Only — $3,600–$100,000 monthly
  • Asset Management — 1%–1.5% of AUM

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