Wyatt Wealth Management provides investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning services, which include evaluating your current and future financial situation, retirement planning, tax strategies, and estate planning. Financial plans are typically completed within 60 days of receiving all necessary documentation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.25% |
| $150K - $600K | 1.00% |
| $600K - $800K | 0.85% |
| $800K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.40% |
Annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Legacy clients may pay a fixed fee rather than a % of assets managed.