WealthU Advisors (WUA) manages investment portfolios based on clients' individual needs and goals. WUA also offers comprehensive financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. WUA primarily uses passive investment management strategies.
Assets Under Management$440K
Clients4
Advisors1
Avg. per Client$110K
Avg. per Advisor$440K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis. The advisory fee is blended resulting in a combined weighted fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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