Wakeful offers investment management and financial planning services. Wakeful provides ongoing investment management services tailored to each client’s individual financial situation. Wakeful offers both discretionary and non-discretionary portfolio management. Financial planning services may be provided as a standalone engagement or in conjunction with portfolio management services. Wakeful also provides consulting services to employer-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at the firm’s discretion and may be adjusted based on account size, relationship complexity, and other relevant factors. Clients enrolled in comprehensive portfolio management pay a maximum fee of 2.00% per year, billed quarterly in advance. Services include investment management and financial planning.