Paycheck to Wealth (PC2W) offers wealth management and investment advice to individual clients. PC2W provides recurring investment advice and education to clients who subscribe to its monthly financial services. PC2W advises clients using model asset allocation portfolios from Betterment, Fidelity, and Vanguard, recommending low-cost index funds. PC2W also offers advice on Qualified Plan Services, including reviewing investment vehicles, monitoring investment performance, and employee communications.
Fee Structure
Paycheck to Wealth monitors but does not manage client portfolios. Clients' portfolios are held and managed by an independent custodian. Paycheck to Wealth does not receive annual fees for portfolio management services. Instead, Paycheck to Wealth offers a tiered subscription-based investment advisory service billed monthly:
- Basic: $3/month or $35/year
- Mid-Level: $5/month or $59/year
- Gold Level: $10/month or $100/year