WealthFD, LLC is a registered investment advisor based in Conshohocken, Pennsylvania, offering ongoing portfolio management, comprehensive wealth management, financial planning, and pension consulting services. WealthFD creates personalized investment strategies aligned with each client's specific goals, risk tolerance, and time horizon. The firm's comprehensive wealth management covers a wide range of areas including tax planning and preparation, cash flow and debt management, employee benefits, risk management, legacy planning, and business consulting. WealthFD uses fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis, generally limiting investments to mutual funds, fixed income securities, equities, and exchange-traded funds. WealthFD serves individuals, high-net-worth individuals, business owners, and retirement plans, and may also direct clients to vetted third-party investment advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.30% |
Fees for accounts over $5,000,000 are negotiable.