Wardian Wealth Management provides financial planning and consulting services, including written financial plans covering investment, retirement, insurance, tax, and education planning. They also refer clients to third-party money managers for asset management. Wardian Wealth Management helps clients identify their risk tolerance and investment objectives and recommends third-party money managers accordingly.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Wardian Wealth Management does not directly manage investments. Instead, they refer you to third-party money managers. These managers charge up to 1.5% of your assets annually. Wardian Wealth Management receives up to 1% of the assets managed by the third-party manager as a referral fee.
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