WealthValues is a registered investment advisor based in Redwood City, California, owned and operated by Karen Goodfriend. WealthValues provides comprehensive wealth management services, including continuous investment portfolio management and financial planning. WealthValues tailors its advisory services to each client's specific goals and generally operates with the authority to make trades without asking first. When building portfolios, WealthValues uses a combination of asset allocation, diversification, and third-party managers alongside mutual funds and exchange-listed securities. WealthValues focuses on minimizing taxes and derives its compensation solely from clients rather than third-party investment products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset-based fees range from 0.25% to 1.00% depending on the size of the portfolio. WealthValues also offers annual fixed fee options or a combination of fixed fees and asset-based percentages. Fees are generally negotiable.