Fsr Wealth Strategies
Assets Under Management
$237.1M
Number of Clients
388
Number of Advisors
11
Avg. Portfolio per Client
$611K
Avg. Managed per Advisor
$21.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Wellment Financial offers investment management services, including manager selection and supervision, and financial planning services to individuals, high net worth individuals, and institutions. Wellment tailors investment programs based on individual client risk profiles and utilizes tax strategies. Financial planning services are offered on a one-time or continuous basis, covering topics like retirement, cash flow, insurance, and estate planning. Wellment also offers retirement plan services to plan sponsors and trustees.
Fee Structure
Wellment Financial offers investment management services through a wrap fee program. The total investment advisory fee will not exceed 2.0% annually, which includes Wellment's advisory fee, the sub-advisor's fee, the model manager fee (if applicable), and transaction costs. Fees are negotiable based on factors like the client's situation and potential for additional deposits. Fees are charged monthly, based on the average daily balance of your account.
Areas of Practice
Location
444 N. York Street, Elmhurst, IL, 60126