Wakefield Wealth Management helps clients build, manage, and protect their wealth. They offer investment management on a discretionary and non-discretionary basis, tailoring portfolios to meet client goals. Wakefield primarily invests in stocks, bonds, ETFs, and mutual funds. They also provide consulting services on topics like estate planning and retirement planning. Clients are responsible for notifying Wakefield of any changes to their financial situation or goals.
Fee Structure
Wakefield Wealth Management charges a fee for managing your investments, which includes advisory services, trade execution, and account maintenance. The fee is calculated quarterly, either in advance or in arrears, depending on when you became a client. The maximum annual advisory fee is 1.5%. Fees may vary based on the size of your account and the complexity of your portfolio. In some cases, fees and payment timing may be negotiable. Employees and their families receive reduced fees.