Wealth Preservation Advisors offers investment management and consulting services to individuals, families, and businesses. As a fiduciary, Wealth Preservation Advisors aims to understand clients' financial goals and risk tolerance to provide suitable investment strategies. Services include comprehensive portfolio management, retirement plan consulting for employers, and sub-advisor selection.
Assets Under Management$540M
Clients315
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$270M
www.linkedin.com/in/nina-strozak-976a1235 ·www.linkedin.com/in/gene-rice-03052048 ·www.wpafinancial.com
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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