WealthBuilders is a registered investment advisor based in Carlsbad, California, offering comprehensive wealth management, financial planning, and automated investment services. WealthBuilders combines ongoing financial planning with portfolio management, utilizing low-cost index funds and model portfolios tailored to individual risk tolerances. Clients can choose traditional wealth management or automated web-based portfolio management delivered in conjunction with Betterment. WealthBuilders also provides standalone financial planning engagements and one-hour advice sessions covering retirement, tax strategies, cash flow, and estate planning. The firm operates as a fee-only advisor and serves individuals, high-net-worth clients, business owners, and corporate executives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fees are calculated as a blended rate across tiers. Subject to a $10,000 minimum annual fee.