Wealth-Builders, Inc. offers personalized financial planning and investment management services. This includes helping clients determine their financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Wealth-Builders is a fee-only firm, meaning it doesn't sell commissioned products or have affiliations with entities that do.
Assets Under Management$100M
Clients85
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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