WealthCollab manages investment portfolios and offers financial planning services. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. For high-net-worth clients with complex situations, WealthCollab offers family office services. WealthCollab primarily uses passive investment management.
Assets Under Management$230M
Clients67
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$230M
Fee Structure
Planning is included in investment management
WealthCollab believes financial planning is a necessary prerequisite and therefore does not offer portfolio management on a standalone basis to individual clients. The firm offers two tiers of service that include investment management:
- Comprehensive Financial Life Planning: $1,375 per month, includes semi-annual review meetings, coordination with other advisors, on-call availability, discretionary management of passive investment portfolio, tax-optimized household allocation and rebalancing, and access to an online financial dashboard.
- Family Office Services: $1,375 to $5,000 per month, typically for clients with a net worth greater than $10,000,000 with complex circumstances. Includes a custom meeting schedule, coordination of complex tax or estate planning issues, on-call availability, discretionary management of passive investment portfolio for an unlimited amount of assets, tax-optimized household allocation and rebalancing, advice on private or alternative investments, advice on large stock options or executive compensation packages, advice on private business and incorporation into overall financial plan, and access to an online financial dashboard.
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