WealthBuilders, LLC offers ongoing financial planning and investment management for a combined fee. They evaluate your finances, help establish goals, and design an investment strategy. They also offer web-based portfolio management services through Betterment. WealthBuilders also provides financial planning and consulting services, as well as one-hour advice sessions. Retirement plan services are offered in conjunction with Guideline, Inc.
Assets Under Management$38M
Clients107
Advisors1
Avg. per Client$360K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$10,000
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% |
The advisory fee is a blended fee. Web-Based Portfolio Management Services are offered in conjunction with Betterment, which charges a separate fee of 0.14% of the account value, billed monthly in arrears. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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