WELLth Financial Planning (WFP) manages investment portfolios based on your individual needs and goals. WFP also offers project-based financial planning on topics like retirement, college savings, and debt management. WFP also provides ongoing financial planning for a monthly fee, where a planner will work with you to develop and implement your plan.
Assets Under Management$12M
Clients39
Advisors1
Avg. per Client$310K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
The annual fee is a flat fee of $900.00. Accounts with total values under $50,000 as of the last day of the quarter will be managed free of charge so provided there is an active ongoing financial planning engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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