Health & Wealth Works LLC offers financial planning advice on topics like cash flow, college funding, retirement, risk management, estate, and tax planning. They also provide ongoing supervision of investment accounts, but do not manage a bundled fee investment program. They may recommend unaffiliated investment managers to manage client portfolios.
Assets Under Management$1.1M
Clients28
Advisors1
Avg. per Client$40K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.00% |
| $150K+ | 0.75% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or those accounts within the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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