Winged Wealth Management and Financial Planning
Fee-Only (% of Portfolio)Fixed/Hourly
Winged Wealth Management and Financial Planning (WWMFP) offers financial planning and wealth management services. Wealth management includes ongoing financial planning and investment management, typically offered together. WWMFP also provides project-based financial planning on topics like retirement, risk management, and college savings. WWMFP does not have a minimum account size requirement.
Assets Under Management$45M
Clients51
Advisors1
Avg. per Client$890K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In limited circumstances, the Advisor may charge a fee based on a percentage of assets under management. In such a case, fees will not exceed 1% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...