WTF Planning provides investment advisory services by recommending third-party money managers, typically Betterment. They also offer financial planning covering retirement, college savings, cash flow, debt management, work benefits, and estate planning. Financial planning involves a comprehensive review of a client's financial situation to predict future outcomes and achieve financial goals.
Assets Under Management$4.4M
Clients28
Advisors1
Avg. per Client$160K
Avg. per Advisor$4.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
This fee is in addition to the Outside Manager's fee of 0.25%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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