Welcome Home Wealth Advisors provides investment management services, either directly or through sub-advisors or third-party managers. They work with individuals, high-net-worth individuals, and business entities. When using third-party managers, Welcome Home Wealth Advisors acts as a liaison between the client and the manager, receiving a portion of the advisory fees charged by the third-party manager.
Fee Structure
Welcome Home Wealth Advisors offers investment management services. The annual advisory fee is up to 1.5% of the value of your portfolio, and this fee is negotiable.
Welcome Home Wealth Advisors also refers clients to third-party managers like Gradient Investments and Advisors Capital Management. Fees for these managers vary depending on the portfolio type and are negotiable. For example, Gradient Investments' Strategic Portfolios charge 2.00% annually, while Preservation Portfolios charge 1.00%. Welcome Home Wealth Advisors receives a portion of these fees.