Wealth Foundations Partners (WFP) manages investment portfolios for individuals, high-net-worth individuals, corporations, non-profits, and retirement plans. WFP tailors its advice to each client's goals, objectives, time horizon, and risk tolerance. WFP also offers free financial planning to clients with assets under management. Investment planning to prospective or nonclients will only include general, publicly available advice.
Fee Structure
WFP manages investment portfolios for a fee based on the value of your portfolio. The fee also includes financial planning at no additional cost. WFP uses third-party platforms like UX Wealth Partners and Castleview Partners for sub-advisory and administrative services. The total fee, including WFP's fee and the platform fee, will not exceed 3% of your portfolio per year. The specific fee is negotiable and agreed to in writing.