Wealth Compounders LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer pension consulting services to employee benefit plans and financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. WC LLC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.