Compensation Structure
County Wealth operates as a fee-based advisory firm, ensuring transparency and alignment of interests. Our investment management fees are structured as a flat-rate schedule, directly correlated with the household's assets under management. This model reinforces our commitment to your financial success and incentivizes us to maximize your net worth.
Management Fee Schedule
Incentivized Cost Structure
| Consolidated Portfolio Value | Management Fee |
| $250,000 - $999,999 | 1.25% |
| $1,000,000 - $1,999,999 | 1.00% |
| $2,000,000 - $3,999,999 | 0.75% |
| $4,000,000 and up | 0.50% |
While recent marketing campaigns from certain firms have emphasized fee reduction, it is crucial to recognize that low-cost ETFs alone do not guarantee superior returns. A comprehensive assessment of investment performance should consider net returns after fees, the associated risk profile, and the value of comprehensive advisory services.
We prioritize investing in your long-term financial well-being, rather than promoting commission-based products.
Key Considerations:
Family Consolidation: Immediate family members, including adult children residing outside the family home, are eligible for consolidated portfolio management fee calculations.
Tax Deductibility: Investment management fees on non-registered accounts are tax-deductible.
Referral Incentives: Client referrals may qualify for discounted management fees.
