Wake Wealth Management Co. provides personalized financial planning, investment management, and family office services to individuals, families, trusts, and institutional clients. Founded in 2011 and led by Troy McKay Smith, the firm creates comprehensive written financial plans covering thirteen key areas, including personal goals, cash flow, income taxes, risk management, investments, and estate analysis. Wake Wealth Management Co. offers targeted hourly planning, fixed-fee plans, and continuous ongoing financial planning and portfolio guidance. The firm also provides trust management and administration services in coordination with other professionals such as attorneys and accountants. Investment advice covers a wide range of securities, including mutual funds, stocks, bonds, exchange-traded funds, real estate investment trusts, options, and alternative investments. The firm generally operates on a non-discretionary basis for individual clients, meaning clients approve trades before they are executed, though discretionary authority may be accepted for certain institutional or charitable accounts.
Fee Structure
Wake Wealth Management Co. offers investment advisory services, but does not publish a standard percentage-of-assets fee schedule in its regulatory filing. Fees for investment management are negotiable and detailed in your investment advisory agreement.