Wellfit Financial provides investment advisory services, primarily asset management, to individuals and high net worth individuals. They create tailored portfolios using traded funds, mutual funds, and other public securities. Portfolios are reviewed quarterly and rebalanced annually based on client needs and goals. Wellfit Financial also utilizes sub-advisory services from Morningstar® Managed Portfolios on some accounts.
Assets Under Management$11M
Clients6
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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