WealthBoost Advisors offers investment advice and portfolio management tailored to clients' needs. They develop strategies based on investment objectives and risk tolerance. WealthBoost also offers financial planning services, delivering written plans to help clients achieve their financial goals. They may use sub-advisers to manage a portion of client accounts.
Assets Under Management$77M
Clients41
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$1.3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable depending on individual client circumstances. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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