Wealthlynk offers ongoing portfolio management and financial planning services. Investment strategies are tailored to each client's goals, time horizon, and risk tolerance, documented in an Investment Policy Statement. Financial planning covers investments, retirement income, education funding, insurance, and tax considerations. Financial planning is provided to existing clients at no additional fee.
Assets Under Management$97M
Clients218
Advisors1
Avg. per Client$450K
Avg. per Advisor$97M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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