WJ Interests offers financial planning and investment management services tailored to each client's needs. These services include developing financial plans, reviewing estate plans, creating savings plans, analyzing insurance needs, designing optimal portfolios, and monitoring investment strategies. WJ Interests aims to provide relevant investment advice through ongoing client interaction.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
In addition to the asset-based fee, there is a fixed fee of $5,000 per year. The wealth management fee is negotiable based on the complexity of the wealth management services requested, the characteristics of your portfolio, including the size and number of separate accounts, the types of investments to be purchased for the portfolio and the probability of substantial future additional investment contributions to your portfolio.