Wealth Foundations Partners manages investment portfolios and provides personalized financial planning and retirement plan consulting for individuals, high-net-worth clients, corporations, and non-profits. The firm builds customized portfolios using a variety of investments including stocks, bonds, mutual funds, exchange-traded funds, and alternative assets. Wealth Foundations Partners tailors its approach based on each client's goals, risk tolerance, and time horizon, and operates under a legal obligation to act in your best interest. Financial planning is provided at no additional cost for clients who use the firm's portfolio management services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Total annual fee is 1.50%, which includes advisory fees and third-party platform or administrative fees. Actual fees are negotiable based on account complexity and asset size.