Wilon Wealth Management offers comprehensive financial planning and ongoing asset management services tailored to each client's specific goals, time horizon, and risk tolerance. Wilon's financial planning covers retirement, estate planning, investments, tax and cash flow planning, risk management, charitable giving, and education funding. For investment management, Wilon builds personalized asset allocations using mutual funds, exchange-traded funds, index funds, real estate investment trusts, and alternative investments, and may also recommend professional third-party money managers. Wilon operates as a registered investment advisor legally required to act in your best interest. The firm primarily serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities.
Fee Structure
Wilon Wealth Management's portfolio management fees are based on a percentage of the value of your portfolio and are billed monthly or quarterly in arrears. These fees are generally negotiable.