• Is Utopia Wealth Management a fiduciary?

  Yes. Utopia Wealth Management is an independent registered investment adviser, and our advisors act as fiduciaries when providing advisory services.

• Is Utopia Wealth Management fee-only?

  Yes. Utopia Wealth Management is a fee-only wealth management firm. We are compensated by our clients rather than commissions from the sale of investment products.

• Who does Utopia Wealth Management work with?

  We primarily work with high-net-worth individuals and families, business owners, and current and retired professional athletes seeking comprehensive financial planning and investment management.

• What is Utopia Wealth Management's investment minimum?

  Utopia Wealth Management generally has a $2 million minimum for investment management relationships.

• Does Utopia work with clients outside Florida?

  Yes. Utopia Wealth Management works with clients throughout the United States. Our wealth management and financial planning services can be provided remotely, allowing us to maintain close, ongoing relationships with clients regardless of where they live.