Wealth Solutions USA provides non-discretionary family office services to help families and high net worth individuals organize their finances and invest their assets. They analyze financial situations, consult on real estate and insurance, develop investment policy statements, implement investment strategies, review investment performance, and coordinate trust services and estate planning. Under limited circumstances and only when requested by the client, Wealth Solutions USA will provide discretionary and/or non-discretionary portfolio management services. The firm supervises third-party advisors selected by the client or recommended by them.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and up to 1.00% of average monthly net assets under advice. Account values of family members may be combined to determine the applicable advisory fee.