Wealth Management Associates offers investment advice tailored to individual client needs. They gather information about your risk tolerance and investment goals to recommend a portfolio. They provide ongoing supervision and rebalancing as market conditions and your circumstances change. They may reduce or waive fees for clients who refer new clients or at their discretion.
Assets Under Management$79M
Clients11
Advisors1
Avg. per Client$7.2M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be reduced or waived for clients who refer other clients or at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...