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Cultivating Wealth

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Total assets under management

$166,599,144

More info

Total clients

172

27% high-net worth

Total advisors

6

of 6 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

29

Average account size

$968,600

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Financial Planning and Consulting flat fees: $7,500 for individuals, $10,000 for couples/business owners; Divorce Financial Planning $7,500 to $20,000 depending on complexity; fees negotiable

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%

Project-based

$400 per hour with a minimum of 4 hours; negotiable

Other

Account minimum: $750,000 (usually required, negotiable; lower for legacy clients and family & friends) Minimum fee: Minimum annual fee of $7,500 (negotiable; lower for legacy clients and family & friends) Fee-only: Financial Planning and Consulting: $7,500 for individuals, $10,000 for couples/business owners; hourly fee $400/hr (minimum 4 hours). Divorce Financial Planning: $7,500 to $20,000 depending on complexity.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website (646) 693-7451

Advisors at this firm

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Sara S

CFP®

Montauk, NY

Cultivating Wealth

Are you Cultivating Wealth? You may have a complex financial life and substantial investments but still struggle to connect your financial goals to your real life. Our team of CERTIFIED FINANCIAL PLANNER™ practitioners is passionate about supporting your path to your best life. Your investment portfolio is only one part of the picture. We will analyze your personal financial situation; help you set realistic financial goals and implement plans to achieve them. Financial planning allows you to make informed decisions which help enable success, protect your family and ultimately cultivate wealth over time. We have particular expertise in tax-efficient investing, equity compensation, real estate scenarios and wealth management. Contact us for a free consultation.

Business ownership considerations Business exit / sale strategy Wealth management Divorced Gen X (Born 1965-1980)
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Rebecca I

CFP®, Series 65

Chicago, IL

Cultivating Wealth
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Hana W

Series 65

Newcastle, ME

Cultivating Wealth
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Caroline Y

Series 65

Montauk, NY

Cultivating Wealth
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Lauren S

CFP®, Series 65

Montauk, NY

Cultivating Wealth
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