WHealthy Empowerment Network offers custom investment management and comprehensive financial planning services. Portfolios are managed on a discretionary basis using a tactical allocation strategy designed to reduce risk and enhance performance, incorporating various securities such as stocks, bonds, mutual funds, and options. WHealthy Empowerment Network tailors its services to each client's unique objectives and circumstances. Comprehensive financial planning is included with investment management services, covering retirement goals, tax optimization, and estate planning strategies. Standalone financial planning and consulting are also available for clients who do not use investment management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees typically range from 0.5% to 1.5% per annum and are negotiable.