WLFB Inc. acts as a registered investment advisor, connecting clients with third-party investment managers. WLFB assesses client needs and recommends suitable managers, building a manager allocation plan. Financial planning is offered as a complimentary service to clients who engage WLFB and third-party investment advisors. WLFB does not manage assets directly.
Assets Under ManagementN/A
Clients58
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
WLFB does not directly manage your investments. Instead, WLFB recommends third-party investment advisors who will manage your money. You'll pay the third-party advisor a fee based on the amount they manage. WLFB receives a portion of that fee from the third-party advisor. The fees charged by the third-party advisors range from 0.60% to 1.5%.
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