Wealth For You Financial provides financial planning and portfolio management services. Financial planning includes comprehensive and ongoing planning, as well as financial consulting on specific topics. For portfolio management, they create customized portfolios using model portfolios and a sub-advisor. The sub-advisor manages the investments with discretion. Wealth For You Financial monitors the sub-advisor and can change them if needed.
Assets Under Management$53M
Clients280
Advisors3
Avg. per Client$190K
Avg. per Advisor$18M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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