WPWealth offers investment management and consulting services tailored to individuals, trusts, estates, corporations, charitable organizations, and retirement plans. WPWealth manages portfolios on both a discretionary and non-discretionary basis, utilizing a globally diversified asset class strategy that includes stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. In addition to portfolio management, WPWealth provides comprehensive financial planning covering personal goals, tax and cash flow analysis, investments, insurance, retirement, and estate planning through partnerships with technology platforms like wealth.com. WPWealth also offers specialized consulting services for retirement plans, including qualified retirement solutions and participant account management. The firm operates with a minimum annual fee requirement but does not enforce a strict minimum investment amount for accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.00% |
| $350K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
Discretionary accounts charge 1.25% under $1M and 1.0% above $1M with a $5,000 minimum annual fee and a $100 administration fee. Qualified retirement solutions charge a flat $3,500 up to $350K, then tiered from 1.0% down to 0.75% with a $3,500 minimum fee.
