The Wealth Syndicate LLC (WSLLC) provides ongoing portfolio management based on individual client goals, risk tolerance, and time horizon. WSLLC also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. WSLLC offers a monthly subscription newsletter. WSLLC generally limits its investment advice to mutual funds, fixed income securities, insurance, equities and ETFs.
Assets Under Management$6.5M
Clients80
Advisors1
Avg. per Client$82K
Avg. per Advisor$6.5M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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