Webster Wealth Advisors provides financial planning services to individuals, high net worth individuals, and other entities. They create financial plans based on a client's financial situation, risk tolerance, and investment objectives. The plans may include business planning, cash flow analysis, education funding, portfolio analysis, retirement income planning, risk management, estate planning, and tax planning. Clients may also engage Webster Wealth Advisors for annual plan updates for an additional charge.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services range from $5,000 to $15,000 depending on the complexity of the plan.
- An hourly rate of $400/hour is also available if appropriate for the plan/project.
One-Time Plan:$5,000 - $15,000
Hourly Rate:Up to $400/hr
Loading...