WealthDevs manages investment portfolios and provides financial planning services to individuals and high-net-worth individuals. Services include ongoing financial planning, tax preparation, and hourly or project-based financial planning. WealthDevs tailors services to each client's investment policy statement, which outlines their financial situation and risk tolerance.
Assets Under Management$23M
Clients27
Advisors1
Avg. per Client$850K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. The annual fees are prorated and paid in arrears on a quarterly basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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