Wellness Financial Associates offers financial planning services to evaluate a client's financial situation, goals, and risk tolerance. They also manage investment portfolios on a non-discretionary basis, working with clients to create individualized portfolios based on their objectives and risk parameters. Wellness also provides consulting services for 401(k) retirement plans.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Wellness Financial Associates manages investment portfolios, charging a percentage of the value of your portfolio each year. The annual fee ranges from 0.50% to 2.00%, and is negotiable based on the size of your account.
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