Walk You To Wealth offers financial coaching and comprehensive planning services. The coaching program focuses on empowering clients to manage their finances through personalized plans and education. The comprehensive planning program combines in-depth financial planning with investment management, either with or without the advisor making trades for you. Walk You To Wealth may use Altruist's Model Marketplace to assist in managing client accounts.
Assets Under Management$8.7M
Clients11
Advisors1
Avg. per Client$790K
Avg. per Advisor$8.7M
Fee Structure
Walk You To Wealth offers a Comprehensive Planning and Advice program that includes investment management for a flat monthly fee of $299. This fee also includes financial planning services.
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