WealthNest Capital Inc. offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an investment policy statement and construct a portfolio to achieve the client's financial objectives. WNCI also offers financial planning services, including investment planning, life insurance, retirement planning, and college savings planning. WNCI generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. For qualified clients, there is a 1% annual management fee on all assets managed, plus a 20% annual performance fee on capital appreciation above a 5% hurdle rate.