WEA Financial Advisors offers financial planning and investment management services to public school employees and their families. Planning services are billed hourly and include portfolio analysis, retirement income projection, and retirement income analysis. WEA also manages Personal Investment Accounts using model portfolios. A free one-hour consultation is available to discuss basic financial topics. Eligibility for services is generally limited to public school employees and their family members.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
This is a combined platform and advisory fee. American Trust Custody platform fees are as follows: first $500,000 at 0.15%, next $500,000 at 0.10%, and over $1,000,000 at 0.05%. The remainder of the 0.35% annual account fee is an advisory fee payable to the Advisor under this program.