Wealth IQ offers investment management and financial planning services. Financial planning covers areas like business planning, cash flow, college savings, cross-border issues, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management is offered in a do-it-yourself model or a managed account model. Wealth IQ may recommend third-party professionals but receives no compensation from them.
Assets Under Management$1.4M
Clients2
Advisors1
Avg. per Client$680K
Avg. per Advisor$1.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Fees are negotiable. If Wealth IQ uses an outside manager, the above fee schedule includes the outside manager's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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