Wealth Planning Advisors (WPA) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. WPA creates an Investment Policy Statement for each client. WPA generally advises on mutual funds, fixed income securities, real estate funds, equities, ETFs and treasury inflation protected/inflation linked bonds. WPA requests authority to make trades without asking clients first.
Assets Under Management$3.7M
Clients9
Advisors1
Avg. per Client$410K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are generally negotiable. Accounts of members of the same household may be aggregated for purposes of determining the advisory fee and/or meeting the minimum account size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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