Wealth Preservation Consultants, LLC is a small firm that manages client investment portfolios. They consider your financial situation, including employment, cash reserves, retirement savings, age, and risk tolerance, to develop an investment strategy. They monitor and adjust portfolios accordingly. They primarily use stocks, bonds, mutual funds (including ETFs), REITs, government securities, and options. Occasionally, they may purchase foreign securities.
Fee Structure
Wealth Preservation Consultants charges an annual negotiable fee for managing your money, ranging from 0.5% to 2% of your account value, depending on the size and complexity of your account. If you use Interactive Brokers as your custodian, the fee is collected daily. If you use E-Trade, the fee is collected quarterly.