Well Spent provides comprehensive financial planning and investment management services to individuals and families. Financial planning covers areas like budgeting, tax planning, retirement, and investments. Well Spent also offers stand-alone investment management services, creating a portfolio strategy based on client goals and risk tolerance. Well Spent does not provide custodial services.
Assets Under Management$32M
Clients58
Advisors1
Avg. per Client$550K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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