Woman to Woman Financial provides investment advisory and financial planning services. It manages portfolios based on client objectives, using a tactical allocation strategy. Financial planning includes investment strategies, retirement planning, tax optimization, cash flow analysis, and estate planning. The firm may recommend Wealth.com for estate planning document creation.
Assets Under Management$6.1M
Clients59
Advisors1
Avg. per Client$100K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:$10K
Woman to Woman Financial charges an annual management fee based on the value of your portfolio, paid quarterly in advance. The fee can be up to 1.25% per year, depending on the investment strategy and the size of your account. The fee may be negotiable.
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