Well Advised, LLC provides investment management services, including determining investment goals, risk tolerance, and time horizons. Investment strategies, asset allocation, and portfolio monitoring are based on these factors. Clients authorize Well Advised to execute investment transactions. Well Advised also offers asset management services through the AssetMark Platform. Clients may have a financial plan completed at no additional cost.
Assets Under Management$5.7M
Clients31
Advisors1
Avg. per Client$180K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...