WealthPlans offers customized investment solutions and financial planning to individuals, high net worth individuals, trusts, estates, businesses, nonprofits, and retirement plans. WealthPlans acts as a fiduciary, prioritizing client interests. Investment strategies are long-term focused, using low-cost, diversified mutual funds and ETFs. Financial planning services cover investment, retirement, education, and tax planning. WealthPlans also provides retirement plan advisory services.
Fee Structure
WealthPlans manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.25% to 1.25%, depending on the size and complexity of your accounts and the services you need. Certain clients may be subject to a legacy fee schedule that differs from the listed range of fees.