Wealth Team LLC provides investment management and financial planning services. For investment management, Wealth Team determines your financial goals, risk tolerance, and time horizon to create a suitable investment strategy. Financial planning includes initial or one-time plans and ongoing plans. Initial plans cover financial goals, net worth, cash flow, retirement, risk management, investments, taxes, and estate planning. Ongoing planning includes regular meetings and check-ins to monitor progress and address changes.
Assets Under Management$1.4M
Clients13
Advisors1
Avg. per Client$110K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...