Exemplar Wealth Partners LLC

Exemplar Wealth Partners serves individual and high‑net‑worth clients as well as charitable organizations, providing discretionary portfolio management and ongoing financial planning plus standalone fixed‑fee financial plans. The firm is a small advisory practice — two advisors managing approximately $24.2 million in discretionary assets across about 29 client relationships — and states it has no account minimum.

The firm builds a client‑specific Investment Policy Statement and combines multiple analysis methods (charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory) with a long‑term trading orientation to construct portfolios tailored to goals, risk tolerance, and time horizon. Exemplar generally requires discretionary trading authority, performs account reviews at least monthly (reviews conducted by the Chief Compliance Officer), uses model allocations, and aggregates (block) trades across clients to allocate opportunities fairly over time.

A few operational practices set Exemplar apart from many peers: it requires clients to use a specific custodian, Altruist Financial LLC, and discloses a practice of paying transactional fees associated with clients’ mutual fund sales. The firm also notes it may serve as trustee for certain trust accounts (which can create custody over those assets) and offers standalone planning fees that range from $500 to $10,000 while including planning services within its asset‑based portfolio management offering.