Wealth Planning Systems, LLC offers personalized financial planning and investment management. Services include determining financial objectives, managing cash flow, tax planning, insurance review, education funding, retirement planning, and estate planning. WPS offers non-discretionary asset management services and financial planning through fixed or hourly fees.
Assets Under Management$11M
Clients74
Advisors2
Avg. per Client$150K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 2.00% |
| $75K - $100K | 1.75% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.50% |
| $750K - $1000K | 0.40% |
| $1.0M - $1.5M | 0.30% |
| $1.5M+ | 0.25% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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