WealthBound Advisors provides investment advice and financial planning to individuals, high net-worth individuals, and business owners. They create investment plans based on clients' goals and risk tolerance, and manage portfolios on a discretionary basis. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, retirement planning, risk management, and tax planning strategies.
Assets Under Management$2.1M
Clients27
Advisors1
Avg. per Client$78K
Avg. per Advisor$2.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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