Wealth Engineering provides customized investment advisory and financial planning services to individuals, families, retirement plans, trusts, and estates. Wealth Engineering is a fee-only firm and does not sell commissioned products. Investment advice is personalized through conversations with clients and may include the evaluation of financial objectives, risk parameters, financial structure, cash management, and life experiences.
Assets Under Management$170M
Clients56
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$170M
www.feeonlynetwork.com/financial-advisor/david-... ·www.linkedin.com/in/dave-fernandez-cfp%c2%ae-81... ·www.wealth-engineering.com
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Minimum Annual Fee:$17,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable at the firm's discretion. Minimum account size is $2,000,000 and annual minimum fee is $17,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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