WanderWealth Inc. is an investment management firm that manages investments for individuals on a fee-only basis. They use low-cost, diversified exchange-traded funds (ETFs) in model portfolios. WanderWealth recommends a model portfolio based on a risk survey and conversation with each client. Clients can choose a different model than the one recommended, but cannot alter the models themselves. The firm has authority to make trades without asking first.
Assets Under Management$5.4M
Clients15
Advisors1
Avg. per Client$360K
Avg. per Advisor$5.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable and may vary.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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