Wealth Compounders LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$10M
Clients30
Advisors1
Avg. per Client$340K
Avg. per Advisor$10M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Wealth Compounders LLC | TrueAdvisor