Wealth Advisory Lab (WAL) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. WAL also offers financial planning services covering investment planning, insurance, tax concerns, college planning, debt management, estate planning, retirement income, and business exit strategies. WAL does not have discretionary authority to place trade orders; client permission is required before any securities transactions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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