Wacker & Associates offers investment management based on individual client goals and risk tolerance. They also provide financial planning covering areas like financial position, insurance, investments, taxes, retirement, and estate planning. Additionally, Wacker & Associates offers retirement plan services to plan sponsors and individual participants, including fiduciary consulting and participant education.
Fee Structure
Wacker & Associates charges a percentage of your portfolio for investment management. The exact fee is negotiable and depends on your needs, the type of account, the complexity of your situation, and the amount of assets they manage. Employees and family members of Wacker & Associates may receive discounted or waived fees. Qualified investors may be charged performance-based fees during profitable quarters.