Wealth Script Advisors offers investment management and financial planning services. They work with clients to create personalized investment plans based on their goals and risk tolerance. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. They primarily advise on stocks, bonds, mutual funds, and ETFs. They may also use outside investment managers.
Assets Under Management$91M
Clients48
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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