WT Wealth Management offers investment management based on client needs and risk tolerance, wealth education to enhance client knowledge, and financial planning services. Investment management includes strategy, security selection, asset allocation, monitoring, trading, and reporting. Financial planning can be a one-time service or ongoing, covering investments, tax planning, retirement, and risk management.
Assets Under Management$420M
Clients1,141
Advisors13
Avg. per Client$370K
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
WT Wealth Management charges an annual investment management fee based on a percentage of your portfolio's value. The exact percentage is negotiable and can range from 0% to 2%. The fee is collected quarterly in advance. If you end the relationship early, you'll receive a refund for any unearned portion of the fee.
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