Wealthlet Advisory provides investment immigration related services that may be securities or non-securities. Wealthlet also offers portfolio management and financial planning. Wealthlet selects securities trading at a discount to their intrinsic value. Clients must enter into a written agreement with Wealthlet.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Clients will also incur custodian fees and brokerage/transaction costs.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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