Wealthix Capital manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, covering areas like retirement, taxes, insurance, and estate planning. Wealthix works with clients to create a personalized investment policy and financial plan, monitoring progress and making updates as needed. They also offer project-based financial planning services on a fixed fee or hourly basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees may be negotiable based on the complexity of the client’s portfolio, the level of expertise required to service the account, the staff time involved in servicing the account, pre-existing client relationships, anticipated future additional assets, dollar amount of assets to be managed, account retention and pro bono activities among other factors. Related client accounts may be aggregated for purposes of calculating fees.