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Financial Direction
Empowering you with sound, intelligent guidance for a wealthier future.
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Welcome to 7300 Wealth!

At 7300 Wealth Management, LLC., the personal Chief Financial Officer (CFO) client solution is highlighted by transparency, integrity, and a long term fee-only relationship.

The search process for a financial planner or asset management firm can be complicated. Whether you are looking for a comprehensive wealth management solution or individual services such as asset allocation, trust management, general financial planning, tax and estate planning, or any combination of the above, engaging the services of an objective, fee-only firm like 7300 Wealth Management, LLC. ensures that your interests are put first. Partnering with a completely independent financial adviser and wealth planner acting in a fiduciary capacity provides a full suite of financial services all within a very easy-to-understand and cost-effective, fee-only framework.

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Chris Carroll, CIMA® CBC®
Founder

Fee-Only Services

We implement comprehensive Fee-Only Investment and Financial Planning without the added pressure of a sale. 7300 Wealth believes in ‘testing the waters’ for those who are uncertain initially. We are confident in helping those who want to grow.

Fee Pricing
Portfolio Management Services Fees Total Assets Under Management
Annual Fee
Up to $500,000
1.30%
$500,001 to $1,000,000
1.20%
$1,000,001 to $2,000,000
1.00%
Above $2,000,000
0.75%

Retirement Plan Management

For those Plan Sponsors who demand a full turnkey retirement plan solution within a transparent, low-cost, robust service model, the 7300 Wealth Management Fully-Bundled Fiduciary Retirement option is for you.

Explore Options

Plant your money tree!

Reach out to 7300 Wealth today for your no cost, no obligation consultation and meet our founder personally. ($200 Value)

Avoid hidden fees.

There are many hidden layers of fees and expenses in investment vehicles. Allow 7300 Wealth to show you the fees you should NOT be paying.

The road to success.

Partner with us to create an all-weather portfolio and disciplined adherence to get you to and through retirement.

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