WealthyStreet Academy
WealthyStreet Academy
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Cost of Service

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Exchange Capital Management provides investment advisory and supervisory services for private clients, financial institutions, corporate entities, and foundations. Our management fee is tied to the fair market value of your investments under our supervision. If you have multiple managed accounts, we’ll automatically combine them. Our required minimum is $500,000 in one account, but most of our clients typically have $1,000,000 or more. Please refer to our Form ADV for a more detailed explanation of the services we provide.

Assets Under Management  Annual Cost of Service
First $2,000,000 1.15%
Next $3,000,000 0.95%
Next $5,000,000 0.65%
Over $10,000,000 0.35%



Minimum Account Size


Founding Year


Total Assets Under Management

No Hidden Fees

Always know how much you're paying for services and how your advisor is being compensated.

Tax-efficient Investing

Prioritize low-cost, tax-efficient strategies and make responsible wealth management choices in the presence of taxes. 

Controlled Risk

Develop a personalized strategy that limits unnecessary risk without sacrificing the ability to reach identified goals. 

Frequently Asked Questions

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