Wealth Den Financial (WDF) offers investment advice and financial planning to clients based on their individual needs. WDF helps clients with investment management, retirement planning, risk management, college savings, cash flow, debt management, and estate planning. WDF creates personalized investment plans and manages portfolios based on client goals, risk tolerance, and tax considerations.
Assets Under Management$5.4M
Clients23
Advisors1
Avg. per Client$240K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...