Wellfin360 is a registered investment advisor offering investment management, financial planning, and educational seminars. For investment management, they create and manage portfolios based on clients' goals, risk tolerance, and tax considerations, primarily using mutual funds and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. They offer both ongoing and project-based financial planning services.
Assets Under Management$730K
Clients6
Advisors1
Avg. per Client$120K
Avg. per Advisor$730K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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