WealthBuilders Investments offers investment advice and manages portfolios for individuals, families, and organizations. They create custom investment strategies based on your goals, risk tolerance, and financial situation. WealthBuilders also provides financial planning services covering retirement, estate planning, and other financial needs. They may use sub-advisers to manage portions of client portfolios.
Assets Under Management$120M
Clients249
Advisors5
Avg. per Client$490K
Avg. per Advisor$24M
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Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees may be negotiable at the sole discretion of the firm for accounts above $10,000,000.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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