Educated Wallet offers financial planning and asset management services. For asset management, Educated Wallet uses sub-advisers through AE Wealth Management. Educated Wallet helps clients establish accounts and allocate assets among different investment options. Financial planning services include full written plans and modular plans covering specific areas. Educated Wallet also offers consultations for discussing financial planning issues.
Fee Structure
Educated Wallet uses AE Wealth Management as a sub-advisor for asset management. The annual fee paid to Educated Wallet is 1.00% of your portfolio. AE Wealth Management also charges a separate fee, and your maximum annual fee will never exceed 1.65%. This fee is negotiable based on several factors. There is a client account minimum of $10,000.