Wealth Management Advisors provides personalized portfolio management, general financial planning, and investment advice covering securities, insurance products, annuities, and asset allocation. The firm partners with third-party platforms like AssetMark and Nationwide to offer managed account solutions and variable annuities. Wealth Management Advisors assists clients in selecting appropriate third-party investment advisors and strategists based on their individual risk tolerance, goals, and available investment assets. Financial planning services—including retirement planning, tax strategies, insurance analysis, mortgage assistance, and education funding—are included at no extra cost for clients who invest their assets with the firm. For clients seeking standalone planning or consulting without asset management, hourly billing rates apply. The firm also offers business management consulting and bookkeeping or tax preparation services through an affiliated entity. Wealth Management Advisors serves individuals, trusts, estates, charitable organizations, corporations, and closely held businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $8.0M | 0.25% |
| $8M+ | 0.15% |
Schedule represents the advisor fee portion on the AssetMark platform. Manager and platform fees apply in addition. Other programs include Nationwide at 1.0% and American Funds at 0.25%.