WW Consulting offers financial advice to individuals and small businesses. Services include creating investment strategies, tax planning to reduce liabilities, risk management and insurance guidance, and education planning for college expenses. The firm tailors advice to each client's needs, considering their assets, income, family situation, and risk tolerance. WW Consulting does not manage client assets directly but provides recommendations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
WW Consulting charges a quarterly fee based on the amount of your investments. The fee is calculated as follows:
- Up to $10,000: $500/4
- $10,001 - $50,000: $500 + (($ amount you invested - $10,000) * 2.00%)/4
- $50,001 - $100,000: $1,300 + (($ amount you invested - $50,000) * 1.00%)/4
- $100,001 - $500,000: $1,800 + (($ amount you invested - $100,000) * 0.80%)/4
- $500,001 - $1,000,000: $5,000 + (($ amount you invested - $500,000) * 0.60%)/4
- $1,000,001 - $2,000,000: $8,000 + (($ amount you invested - $1,000,000) * 0.24%)/4
- Over $2,000,000: $10,400 + (($ amount you invested - $2,000,000) * 0.12%)/4
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