Wealth Management Advisers, LLC (WMA) offers portfolio management, financial planning, and advisory services to individuals, pensions, trusts, estates, charitable organizations, foundations, and endowments. WMA also provides pension consulting services to businesses, including 401(k) plans and profit-sharing plans. WMA uses AssetMark as a third-party platform for some investment management clients.
Fee Structure
WMA provides investment management services directly and through third-party managers. Fees are negotiable and depend on the complexity of the engagement, types of securities held, and frequency of contact with the client. WMA also uses the AssetMark platform, where fees range from 0.25% to 1.65% of the assets invested in the third-party managed programs. Clients on the AssetMark platform will also be charged program fees.