Wake Wealth Management Co. provides financial planning services to individuals and high-net-worth individuals. They create customized financial plans covering various aspects like personal data, goals, and investment analysis. They also offer ongoing financial planning for a flat quarterly fee. Wake Wealth Management Co. generally limits its investment advice to mutual funds, equities, bonds, and other securities.
Assets Under Management$8.5M
Clients41
Advisors2
Avg. per Client$210K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:None
Wake Wealth Management Co. primarily offers financial planning services. They also manage a small amount of investments for clients previously served by another advisor. The fees for investment advice are negotiable and are detailed in the Investment Advisory Agreement.
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