WHealthy Empowerment Network offers investment management and financial planning services. They manage portfolios based on client objectives, using a tactical allocation strategy. Financial planning includes retirement planning, tax strategies, cash flow analysis, and estate planning. They may hire sub-advisors to manage client assets. Services are tailored to individual client needs.
Assets Under Management$110M
Clients158
Advisors2
Avg. per Client$680K
Avg. per Advisor$54M
Fee Structure
Planning is included in investment management
WHealthy Empowerment Network charges an annual management fee for investment management, ranging from 0.5% to 1.5% of your portfolio. The specific fee depends on the services provided and the complexity of your situation. Fees are negotiable and are deducted from your account quarterly. Financial planning is included with investment management.
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