Wealth & Tax Planners provides financial advice on a broad range of financial concerns, based on an analysis of the client's goals and needs. The firm's investment approach is based on Modern Portfolio Theory and diversification. Wealth & Tax Planners creates financial plans and analyses for specific goals like retirement, college, estate, and tax reduction. Investment portfolios may consist of diversified money managers, mutual funds, exchange traded funds, individual securities, or other financial planning options.
Fee Structure
Wealth & Tax Planners charges an annual fee for managing your investment portfolio, ranging from 0.5% to 2.0% of the value of your investments. The fees are not based on capital gains or appreciation. There is generally a $100,000 minimum account size. Fees are invoiced quarterly, usually in arrears, and are either deducted directly from the account or paid separately by the client. Fees may be negotiable in some cases, and temporary fee reductions may be justified.