Wealth Benefit Advisors (WBA) offers investment advice tailored to clients’ needs and goals. WBA provides both discretionary and non-discretionary investment advisory services through managed account programs. WBA also offers company-sponsored retirement plan consulting services, including plan design, investment selection, and administration support. WBA does not have discretionary authority over retirement plans.
Fee Structure
Wealth Benefit Advisors' fees are based on the value of your portfolio and the complexity of services. The annual fee can be up to 1.70%. Fees are charged quarterly in advance. You may also pay custodial, transaction, and other fees. For mutual funds, you may pay a share of the fund's internal fees. You can terminate services with written notice.