Reconstructing Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth individuals, managing roughly $23.4 million for about 81 clients. The firm operates as a single-advisor practice and also offers standalone financial planning engagements in addition to ongoing portfolio management.
The firm builds customized portfolios primarily from individually selected equities after internal due diligence and applies both fundamental and technical analysis to inform investment decisions; strategies are generally long-term but the firm may trade shorter-term to meet client objectives or respond to market conditions. It will retain legacy positions for tax or fit reasons when appropriate and may recommend rebalancing, sector adjustments, or cash positions as hedges.
Distinctive features compared with many peers include a concentrated focus on individual-stock portfolios rather than model- or ETF-based allocations, a recent founding with a relatively sizable AUM and client base for a solo advisor, and an institutional relationship with its recommended custodian that provides software and other economic benefits to the firm. The advisor permits personal trading by supervised persons under written policies and uses trade aggregation and oversight procedures intended to mitigate potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.75% annually $2,000,001 - $3,000,000: 1.50% annually $3,000,001 - $4,000,000: 1.25% annually $4,000,001 - $5,000,000: 1.00% annually $5,000,001+: 0.75% annually
$300 per hour for standalone financial planning services
Main office
Daniel Island SC
Advisors at this office
1
Most active in
Massachusetts · South Carolina
Also doing business as
Reconstructing Wealth · Reconstructing Wealth, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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