Wealth Advisors, LLC offers personalized investment advice and asset management services. They work with individuals, high-net-worth individuals, and businesses. Wealth Advisors provides investment advice through accounts maintained at Schwab Advisor Services. They offer both discretionary and non-discretionary management.
Assets Under Management$39M
Clients60
AdvisorsN/A
Avg. per Client$650K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees for non-custodial portfolios: - Up to $250,000: 1.50% - Over $250,000 but under $750,000: 0.75% - Over $750,000 but under $2,000,000: 0.50% - Over $2,000,000 but under $5,000,000: 0.35% - Over $5,000,000: Negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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