What About Us Financial, LLC (WAUF) manages investment portfolios and provides financial planning services. WAUF offers ongoing financial planning, and project-based financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. WAUF also provides educational seminars and speaking engagements.
Assets Under Management$28M
Clients86
Advisors1
Avg. per Client$320K
Avg. per Advisor$28M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Ongoing financial planning services are included for investment management clients with at least $200,000 in assets under management with WAUF.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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