Wonder Wealth LLC offers ongoing financial planning, investment management, and project-based financial planning services. For ongoing planning, clients work with a planner to develop and implement a financial plan that is monitored and updated annually. Investment management is offered as a standalone service or in conjunction with ongoing planning. Project-based planning addresses specific topics like retirement, college savings, and estate planning.
Assets Under Management$2.4M
Clients23
Advisors1
Avg. per Client$110K
Avg. per Advisor$2.4M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Investment Management fees are paid quarterly in advance, based on the value of Client’s account(s) as of the last day of the billing period. Investment Management Services are subject to a minimum $500/year fee, or $125/quarter, the minimum applies at each quarterly billing cycle.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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