Wealth Ready provides financial planning and investment management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. Wealth Ready offers a complimentary consultation to discuss financial goals and objectives. Once an agreement is formalized, Wealth Ready prepares a financial plan covering retirement, investments, taxes, insurance, estate planning, and business planning. Investment portfolios generally consist of exchange-listed securities, corporate debt securities, commercial paper, municipal securities, ETFs, and mutual funds.
Assets Under Management$1.3M
Clients19
Advisors1
Avg. per Client$66K
Avg. per Advisor$1.3M
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable for accounts over $5,000,001. This tiered schedule is based on householding accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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