Wealth Strategies & Solutions (WS&S) offers financial life planning services tailored to individual needs. WS&S refers clients to third-party money managers for asset management services. On a limited basis, WS&S also offers its own asset management services. Financial planning covers retirement, wealth management, risk analysis, tax planning, education funding, and estate planning. WS&S gathers client information to customize services and coaches clients through plan implementation.
Assets Under Management$17M
Clients59
Advisors1
Avg. per Client$280K
Avg. per Advisor$17M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Annual fee is based on an aggregate value of all managed accounts within your established household, including those managed by Third Party Managers.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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