Wealth Rescue Strategies provides retirement consulting and wealth management services. Retirement consulting involves analyzing plan structures and recommending design enhancements. Wealth management focuses on matching clients with suitable investment programs, considering their assets, liabilities, goals, and objectives. Portfolios are customized, and clients can make suggestions, but restrictions against their best interests may lead to termination.
Fee Structure
Wealth Rescue Strategies offers wealth management services with fees billed quarterly, either deducted by the custodian or invoiced directly. Clients can choose between a combination of a base fee and a percentage of the portfolio, or a fixed annual fee. The percentage-based fee is calculated on the average daily balance of the previous quarter. Fees are generally negotiable.