Webster Wealth Management provides ongoing portfolio management based on individual client goals and risk tolerance. They also offer financial planning services covering retirement, insurance, college savings, cash flow, employee benefits, estate planning, financial goals, and investment analysis. Financial plans are tailored to each client's situation.
Assets Under Management$3.4M
Clients6
Advisors1
Avg. per Client$570K
Avg. per Advisor$3.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are negotiable in certain cases. For example, an account valued at $5,000,000 would pay an effective fee of 0.99%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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