Wander Financial Services provides personalized investment advice, including financial planning and asset management. Financial planning services include comprehensive and modular plans, as well as retainer services for ongoing assistance. Asset management services are offered through the AssetMark Program, which provides access to model portfolios and third-party investment managers. Wander Financial Services specializes in financial planning services.
Assets Under Management$40M
Clients34
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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