Wealth Analytics Partners is an investment management and financial planning firm that creates personalized financial strategies and manages investment portfolios for individuals, high net worth individuals, trusts, estates, and business entities. Wealth Analytics Partners builds globally diversified portfolios using fundamental analysis and offers continuous portfolio monitoring and rebalancing. The firm specializes in creating comprehensive written financial plans covering net worth, cash flow, asset allocation, tax strategies, retirement planning, estate planning, and education funding. Wealth Analytics Partners operates as a fiduciary, legally required to act in your best interest, and does not sell securities or insurance products on a commission basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees generally range from 0.45% to 1.25% per year based on assets managed and services provided. Fees are negotiable.