Wharton Wealth Planning (WWP) offers investment management and financial planning services. WWP provides ongoing asset management, investment consulting, and financial planning services including full financial plans. WWP acts as a fiduciary, meaning they are legally required to act in your best interest. WWP is compensated solely by client-paid fees and does not accept commissions or other third-party compensation.
Assets Under Management$31M
Clients19
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$1.5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | Included |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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