Wealth Management Associates provides investment advisory services, including reviewing portfolio performance, evaluating money managers, and monitoring account performance. They also offer financial consulting services related to personal and corporate budgeting, tax planning, estate planning, and trust management. Family office services are available for multi-generational family accounts.
Assets Under ManagementN/A
Clients19
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $15.0M | 0.38% |
| $15M+ | 0.25% |
Policy exceptions may be made to this schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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