WealthEra Financial Planning (WFP) offers investment management and financial planning services. WFP develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. WFP offers ongoing and project-based financial planning services. WFP is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$6.7M
Clients15
Advisors1
Avg. per Client$450K
Avg. per Advisor$6.7M
www.linkedin.com/in/michelle-leigh-klein ·www.linkedin.com/company/wealthera-financial-pl... ·www.wealtheraplanning.com
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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