Wealth Script Advisors provides comprehensive wealth management services, combining personalized investment management and financial planning. Wealth Script Advisors helps clients build and manage portfolios using stocks, bonds, mutual funds, exchange-traded funds, and third-party managers, while also offering guidance on modern portfolio theory and asset allocation. In addition to managing investments, Wealth Script Advisors assists clients with retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, employee benefits, business consulting, and risk management. Wealth Script Advisors tailors its approach to each client's specific goals, risk tolerance, and time horizon, and operates as a fee-only registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $8.0M | 0.65% |
| $8.0M - $15.0M | 0.55% |
| $15M+ | 0.10% |
For clients with managed assets below $1,500,000, fees are charged on a flat fee basis not to exceed $15,000 annually or 2% of assets.
