Wellness Investment Advisers is a fee-based financial planning and investment management firm founded in 2015 and based in Piqua, Ohio. The firm is owned by Robert V. Burnette and provides personalized portfolio management, financial planning and consulting, and qualified retirement plan services. Wellness Investment Advisers creates tailored investment strategies based on each client's specific goals, time horizons, and risk tolerance, and may utilize third-party money managers for specialized strategies. In addition to investment management, the firm offers comprehensive financial planning covering wills, estate plans and trusts, investments, taxes, and insurance. Wellness Investment Advisers operates under a legally required obligation to act in the best interest of the client and does not sell commissioned products like annuities, insurance, stocks, or mutual funds directly, though the managing member also works as an independent insurance agent and tax preparer.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is not to exceed 1.00% and is negotiable. Accounts within the same household may be combined for a reduced fee.