WEalthetic LLC offers investment advice and financial planning to individuals and other clients. As a legally required fiduciary, WEalthetic always acts in the client's best interest. WEalthetic offers asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting services. WEalthetic tailors investment advice to each client's needs and goals.
Assets Under Management$13M
Clients24
Advisors1
Avg. per Client$550K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Schedule shown is for Comprehensive Portfolio Management. Asset Management fees are 1.00% on the first $1,000,000 and 0.75% on the portion above $1,000,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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