Healthy Wealth LLC is a fee-only registered investment advisor. HW offers financial planning services covering areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. Financial planning is offered on an ongoing or project basis. HW also provides investment management services, creating and managing portfolios based on clients' individual needs and objectives.
Fee Structure
Investment management fees range from $345 to $1,800 per month, depending on the client's needs and the complexity of their situation. The minimum annual fee for investment management is $4,140. For clients who elect investment management and ongoing financial planning, planning fees will be partially or fully offset by investment management fees.