Wealth Protection Management, operating as a registered investment advisor, offers investment advisory services and wealth protection. The firm also specializes in divorce financial planning. Wealth Protection Management does not receive commissions and bases its fees on assets managed, held by independent custodians like Charles Schwab and Fidelity Investments.
Fee Structure
Wealth Protection Management offers investment management services, which can be engaged as a standalone service. Clients can have the firm design or analyze an investment portfolio, or provide ongoing consultation. The hourly rate for these services is $400 with a four-hour minimum. Alternatively, clients can engage the firm to manage assets with authority to make trades, billed as a percentage of the assets managed. This percentage generally varies between 0.80% and 1.50% per year, and is calculated and billed at least semi-annually. There is no minimum annual fee. The firm generally requires a $500,000 minimum for investment management services, but this may be waived or modified.