Wealthness LLC offers comprehensive financial planning, asset management, investment consulting on held-away assets, business wealth consulting, and retirement plan consulting. Financial planning covers areas like financial position, income tax, investment, retirement, employee benefits, business, education funding, accumulation goals, protection needs, and estate planning. Asset management includes asset allocation, investment strategy development, investment selection, and portfolio monitoring. Wealthness may provide advice on accounts held away from Charles Schwab, such as 401(k) plans and 529 plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Clients with accounts in place before the current fee schedule are charged fees according to their original agreement. Fees are billed quarterly in advance. Wealthness may waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.