Wealth Financial Group West provides asset management services by determining investment goals, risk tolerance, and time horizons. They also offer financial planning services covering financial goals, investment analysis, retirement strategy, and estate preservation. The firm may recommend third-party managers for client portfolios and acts as a liaison between the client and the third-party manager.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fee is negotiable. Wealth Financial Group West may utilize Envestnet to assist in the management of Client accounts. Fees for these services are in addition to the fees charged by Wealth Financial Group West and are based on a percentage of assets under management as follows: clearing and custody fees range from 0.04% to 0.28%, the Overlay Manager fees range from 0.08% to 0.10% and the Model Portfolio Advisors Fees range from 0.15% to 1.00%.