WFA of San Diego offers wealth planning and investment management services. They work with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. WFA of San Diego is a fee-only firm, meaning they only get paid by their clients and don't sell securities or receive other commissions. They provide investment advice and manage investments, but clients always maintain ownership of their assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fee schedule shown is for Equity & Balanced Accounts. Conservative accounts have lower fees. Certain clients pay fees according to a fee schedule previously used by the Adviser that may differ from the above schedule. The above stated fee schedule is not inclusive of any additional fees that would be charged by any affiliated or unaffiliated sub-advisor.