WaFd Wealth provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. Financial planning covers areas like retirement, tax, and estate planning. Investment management involves managing client assets through exchange-traded funds, individual securities, and independent investment managers. WaFd Wealth tailors its services to each client's needs and objectives.
Fee Structure
WaFd Wealth offers wealth management services for an annual fee based on the value of your investments. This fee ranges from 0.50% to 1.50% for discretionary management and 0.10% to 0.25% for consulting. The exact fee depends on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated monthly based on the market value of your investments on the last day of the month.