Wealth Development Financial Solutions (WDFS) provides financial planning, retirement plan consulting, educational seminars, and investment management services. Financial planning covers areas like retirement, risk management, college savings, and estate planning. WDFS also offers ongoing financial planning for a monthly fee. Investment management involves creating and managing tailored portfolios based on client goals and risk tolerance. WDFS may use third-party managers like XYIS and Betterment.
Assets Under Management$240K
Clients5
Advisors1
Avg. per Client$48K
Avg. per Advisor$240K
www.linkedin.com/in/william-fields-jr-97830730 ·www.facebook.com/billfields2planyourgoals ·www.wdfinancialsolutions.com
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 0.90% |
| $500K - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable. Minimum quarterly fee of $250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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