Wealth Management Advisors provides ongoing investment management for individuals and small businesses. They use model portfolios of no-load mutual funds. They work with clients to determine their investment goals and risk tolerance, then design a written investment plan. Wealth Management Advisors has contracted with Savant Wealth Management for trade processing, fee collection, report preparation, marketing assistance, research, and access to certain funds and investment strategies.
Assets Under Management$5.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.5M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees may be negotiated or waived in the Adviser’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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