Wealth Ease Wealth Management (WEWM) provides portfolio management based on your goals and risk tolerance. WEWM creates a plan outlining your financial situation. WEWM may coordinate with an accountant for tax return preparation for clients with $250,000+ managed. WEWM also offers pension consulting and financial planning services, including estate and tax planning coordination. Clients can opt into 'The Wealth Ease Process' for enhanced services, potentially increasing their fees.
Fee Structure
WEWM offers ongoing portfolio management services for an annual fee that is a percentage of your portfolio. This fee is negotiable, up to 2.00%, and is based on the average daily balance of your account. There is a $500 minimum annual fee. Clients who opt into 'The Wealth Ease Process' may pay a higher annual fee (e.g., 1.25% or 1.50%) for portfolio management, estate planning integration, and tax planning coordination.