Wealth Being Advisors provides continuous investment management and financial planning services tailored to individual clients. Wealth Being Advisors builds personalized portfolios using strategic asset allocation and modern portfolio theory, investing in stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Clients can also receive comprehensive financial planning covering retirement, taxes, estate planning, cash flow, and risk management. Wealth Being Advisors operates as a registered investment advisor founded by Charles Edson, serving individuals, high-net-worth clients, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Actual fees are negotiated based on unique client objectives, portfolio complexity, and asset types. Fees for assets over $10,000,000 are negotiable.