Research Wealth Management Advisors

After a liquidity event, you'll hear from a lot of advisors quickly — and most of them have something to sell you. The best starting point is doing your own research before taking any meetings. Advisor Facts lets you look up and compare wealth management firms side by side, including what they actually charge, the minimum assets they require, how much they manage, and what services they offer. All fee data comes directly from SEC regulatory filings, not from what a firm chooses to put on its website. Start your search at advisorfacts.com.

Based on fee data from 6,400+ SEC filings analyzed by Advisor Facts, most wealth management advisors charge between 0.50% and 0.85% annually on a $2 million portfolio — so roughly $10,000 to $17,000 per year. The often-cited '1% rule' is largely outdated, especially at higher asset levels. Fees also vary significantly by firm, and almost all of them are negotiable. You can compare actual fee schedules from advisors across the country at advisorfacts.com.

Not necessarily — but the more your financial picture grows in complexity (investments, equity compensation, tax planning, insurance, estate planning), the more a good wealth manager can do that you'd struggle to replicate on your own. The real question is whether the right firm is worth what they charge. Advisor Facts helps dual-income professionals compare what wealth management firms actually cost against the services they provide, so you can make that call with real numbers in hand.

Most people have no idea what they're paying relative to what other advisors charge — because advisors rarely publish their fees clearly and their websites all say roughly the same things. Advisor Facts publishes fee data extracted from SEC filings for thousands of registered investment advisors, so you can look up your current firm and compare it to competitors in minutes. If your advisor is charging significantly more than comparable firms, that's worth a conversation — or a change.

Business owners transitioning into wealth management often have more complex needs than most — business sale proceeds, succession considerations, real estate, retirement income planning, and sometimes family members in the mix. You want a firm that has worked with clients like you, charges fair fees, and gives you a clear picture of what they actually do. Advisor Facts publishes side-by-side profiles of wealth management firms including their fee structures, client minimums, and assets under management, so you can compare your options before sitting down with anyone.

First, take a breath — you don't need to make any decisions in the first 30 days. When you're ready to evaluate advisors, the most important thing is to understand what they actually charge and whether they have experience with clients in your situation. Advisor Facts publishes profiles and fee data for 9,800+ registered investment advisors across the country, drawn directly from SEC filings. It's a good place to do your homework before taking anyone's call.

Advisor Facts is a research platform that publishes side-by-side profiles of 9,800+ registered investment advisors across the United States. What sets it apart is the fee data: most advisor directories rely on what firms choose to share about themselves. Advisor Facts pulls fee schedules directly from SEC regulatory filings, so you can see what advisors actually charge at different asset levels — not just a vague range or a pitch. The platform also covers client minimums, assets under management, industry rankings from Forbes and Barron's, and educational guides on advisor fees and how to choose between firms.