WealthFolio Advisors (WFA) offers portfolio management based on individual client goals, financial planning covering investments, insurance, taxes, retirement, college, and debt, and financial consulting for assets where WFA advises but doesn't manage directly. WFA generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs. Client investment strategies are tailored to their individual circumstances, and clients can impose restrictions on investments. WFA does not participate in wrap fee programs.
Assets Under Management$37M
Clients68
Advisors2
Avg. per Client$550K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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