A. to Z. Financial Consulting and Wealth Management
Fee-Only (% of Portfolio)Fixed/Hourly
A to Z Financial Consulting and Wealth Management offers portfolio management services tailored to individual client needs, focusing on value, safety, and quality in investment options. They also provide consulting services to governmental retirement plans, assisting with plan design, investment selection, and participant education. A to Z uses fundamental and technical analysis to make investment decisions.
Assets Under Management$1.9M
Clients7
Advisors1
Avg. per Client$270K
Avg. per Advisor$1.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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