Wells Financial Management constructs investment portfolios using diversified asset allocation strategies tailored to each client's financial goals, risk tolerance, and time horizon. They manage portfolios on a discretionary basis, but clients can impose certain restrictions. Wells Financial also offers financial planning services covering areas like net worth evaluation, cash flow planning, retirement planning, and estate planning. Clients can choose to have Wells Financial implement the financial plan and manage the investment portfolio, but are not obligated to do so.
Assets Under Management$130M
Clients104
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...