Todd Candelaria is a registered investment advisor at Wealth Ease Wealth Management, based in Marshall, MI. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 251 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEWM offers ongoing portfolio management services for an annual fee that is a percentage of your portfolio. This fee is negotiable, up to 2.00%, and is based on the average daily balance of your account. There is a $500 minimum annual fee. Clients who opt into 'The Wealth Ease Process' may pay a higher annual fee (e.g., 1.25% or 1.50%) for portfolio management, estate planning integration, and tax planning coordination.
Location
1106 S Kalamazoo Ave, Marshall, MI, 49068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealth Ease Wealth Management
State Registrations1 state
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