The Wealth Collaborative is a registered investment advisor founded in December 2023 and principally located in Missouri, with principal owners Hannah Wardenburg and Alexandra Markulis. The Wealth Collaborative offers personalized investment management and comprehensive financial planning services. For investment management, The Wealth Collaborative builds and manages portfolios tailored to each client's specific goals, risk tolerance, and tax considerations, utilizing individual stocks, bonds, mutual funds, exchange-traded funds, and third-party investment managers. For financial planning, The Wealth Collaborative provides ongoing services through its Wealth Strategy program—covering retirement planning, tax strategies, estate planning, cash flow and debt management, business consulting, and insurance review—as well as project-based financial planning for specific inquiries. The Wealth Collaborative also offers retirement plan consulting to employer plan sponsors and educational seminars. The Wealth Collaborative operates as a fee-only firm, meaning compensation comes solely from direct client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The Wealth Collaborative charges an annual flat fee ranging from 0.50% to 1.50% of assets under management. Fees are negotiable and final rates are outlined in the advisory contract. Wealth Strategy ongoing planning fees are waived for clients with $2,000,000 or more in assets managed by the firm.