WealthTarget Investment Advisors provides customized investment management and financial planning services for individuals, families, and businesses. WealthTarget focuses primarily on investment research and portfolio management, tailoring asset allocations based on each client's individual goals and risk tolerance. In addition to managing investments, WealthTarget offers consulting in areas such as retirement planning, income tax strategies, estate planning, and risk management. WealthTarget works closely with other professionals like accountants and estate attorneys to help clients coordinate their financial lives. The firm operates as a fee-based practice and requires a minimum account size of $100,000 for its investment management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fees are negotiable. Fee-based annuities are charged a flat rate of 1.00%.