Wealth Managers, Inc. provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Wealth Managers, Inc. may also direct clients to third-party investment advisors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
www.wealthmgrs.com ·www.linkedin.com/company/wealth-managers-inc ·www.linkedin.com/in/justin-d-0349251ba
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Wealth Managers, Inc. charges an annual fee based on the value of your portfolio, ranging from 0.25% to 2.00%. The final fee is negotiable and will be outlined in your advisory agreement. Fees are deducted from your account quarterly. Wealth Managers, Inc. does not have discretion over client accounts.
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