Wold Financial Group offers ongoing investment management based on your financial situation and goals. They monitor your account and provide advice on buying, selling, or holding investments. They also offer one-time or as-needed consultations on financial planning issues. Wold Financial Group manages investments for other clients and may give them different advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee for asset management services will range between 0.50% and 1.25%. Fees charged for our asset management services are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.