Wealth Effects offers customized wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, retirement plans, and businesses. Wealth Effects also provides retirement plan advisory services to plan sponsors, assisting them in meeting their fiduciary obligations.
Assets Under Management$470M
Clients602
Advisors9
Avg. per Client$780K
Avg. per Advisor$52M
Fee Structure
Planning is included in investment management
Wealth Effects charges a fee based on the value of your portfolio, up to 1.50% annually. The exact fee depends on the complexity of your situation, the amount you invest, and your overall relationship with Wealth Effects. Fees are paid monthly, in advance. The firm may also recommend insurance products, from which they earn commissions.
Loading...