Wealth Engineers offers comprehensive wealth management and financial planning services. This includes investment management and financial planning tailored to individual client needs. Wealth Engineers constructs portfolios primarily of low-cost, diversified mutual funds and ETFs. They also provide consulting services to small business retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.5M | 0.75% |
| $3.5M+ | 0.75% |
The Dynamic Wealth Planning (Premium Service) fee schedule is shown. Wealth Management (Base Service) is 0.50% annually on the first $3,500,000. No additional fee on assets above that. Investment management services are provided subject to a minimum portfolio requirement of $750,000 and a minimum monthly fee of $312.50 for the Wealth Management service level or a minimum portfolio requirement of $1,250,000 and a minimum monthly fee of $625.00 for the Dynamic Wealth Planning service level. Due to these minimum fees, Client’s effective annual rate expressed in percentage terms may be higher than the annual rate defined in the Investment Management Pricing Schedule above.