WB Financial Services provides personalized investment management advice by referring clients to other investment advisors. The firm helps clients determine their financial objectives, identify financial problems, manage cash flow, plan for retirement, and fund education. WB Financial Services shares in the management fees charged by the independent investment advisors they refer clients to.
Fee Structure
WB Financial Services does not directly manage client assets. Instead, they refer clients to other investment advisors and receive a portion of the management fee, which ranges from 0.50% to 1.25% annually, paid quarterly in advance. The specific percentage WB Financial Services receives depends on the type of account and the agreement with the independent advisor. Fees are not negotiable.