Wealthjar Investment Advisory aims to help clients manage their money through suitable investments based on their goals. They offer tailored investment advice, financial planning, and estate planning services. Financial plans are reviewed annually. Estate planning assistance is offered in coordination with third-party attorneys and online services. Wealthjar does not sponsor wrap fee programs.
Assets Under Management$5.3M
Clients66
Advisors10
Avg. per Client$81K
Avg. per Advisor$530K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients are charged either 1.00% annually or a flat fee of $500, whichever is greater. There is also an annual fixed fee of $50 per account. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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