Wealth Design Consulting provides investment management using ETFs, mutual funds, stocks, and bonds. They also offer general consulting services covering financial statements, tax planning, retirement income analysis, and estate planning. The firm aims to help clients achieve financial stability and security through disciplined economic choices.
Assets Under Management$32M
Clients48
Advisors3
Avg. per Client$660K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. As portfolio value exceeds each tier level, a fee break will occur for that portion of your portfolio that falls within that new tier level.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...