VanWeelden Wealth offers investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. VanWeelden Wealth works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. The firm provides investment management and financial planning services, including retirement planning, personal savings, education savings, and insurance needs. VanWeelden Wealth may recommend unaffiliated investment managers.
Fee Structure
VanWeelden Wealth charges a fee based on the value of your portfolio, up to 1.00% annually. The fee is paid quarterly, in advance. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with the advisor. Fees may be negotiable.