Wealthought LLC offers portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements for each client. Wealthought also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. They primarily advise on mutual funds, stocks, bonds, ETFs, real estate funds, and other securities.
Assets Under Management$25M
Clients35
Advisors1
Avg. per Client$710K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...