Wealth Pro Advisors offers personalized investment advice and financial planning services. They work with clients to determine their investment objectives and risk tolerance, then develop a strategy to provide continuous investment advice or make investments on their behalf. Financial planning services include broad-based planning or consultations on specific financial topics. They primarily advise on equity securities, mutual funds, and exchange traded funds.
Assets Under Management$310M
Clients205
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.10% |
| $4.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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