Wellacre Wealth Management offers investment advice and financial planning services. This includes creating and managing investment portfolios, and providing financial plans or consultations covering retirement, estate, tax, and education planning. Wellacre also offers retirement plan consulting to employer plan sponsors.
Assets Under Management$100M
Clients93
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Wellacre Wealth charges a percentage of your portfolio each year, up to a maximum of 1.75%. The exact fee will be in your advisory agreement and depends on the amount you invest and the complexity of your situation. This fee is deducted from your account quarterly.
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