Assets Under Management
$255.5M
Number of Clients
775
Number of Advisors
12
Average Client AUM
$330K
AUM per Advisor
$21.3M
Compensation
Fee-Only (AUM)
Wela Strategies offers asset management services using model portfolios, primarily based on ETFs. They offer various models, including "Own Your Age" (OYA) portfolios, and models tailored for smaller accounts. They manage portfolios on a discretionary basis, making changes as deemed appropriate. Wela also acts as a model provider to other Independent Advisors and offers retirement plan consulting services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees above $2,000,000 are negotiable.
10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA, 30328