Wharton Wealth Management (WWM) offers investment advice and financial planning. Their services include managing investments, creating financial plans, and providing ongoing reviews. WWM works with clients to understand their financial goals and risk tolerance, then creates a tailored strategy. They advise on investments like stocks, bonds, insurance, and real estate. WWM also offers pension consulting services to companies.
Fee Structure
Wharton Wealth Management charges a fee based on the total value of your investments. The fee ranges from 0.38% to 1.15% per year, depending on the size of your account and the complexity of the investments. These fees are in addition to other costs, such as brokerage commissions and custodian fees. WWM may also recommend third-party money managers, but the combined fees will not exceed 3.00% of your investments.