Wakil Wealth Advisory provides investment management and financial planning to individuals, high net worth individuals, trusts, and small businesses. Investment management is offered on a discretionary basis, tailoring strategies to client goals and risk tolerance. Financial planning covers various topics like retirement, cash flow, and estate preservation. Clients can impose restrictions on investments.
Assets Under Management$4.1M
Clients33
Advisors1
Avg. per Client$120K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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