WaFd Wealth provides comprehensive financial planning, consulting, and investment management services for individuals, families, and businesses. WaFd Wealth helps clients with retirement planning, tax strategies, estate planning, cash flow forecasting, business planning, and portfolio management. The firm primarily allocates client portfolios across exchange-traded funds, individual stocks and bonds, and independent investment managers. WaFd Wealth tailors its approach to each client's specific risk tolerance and time horizon, offering both discretionary management where trades are made without prior approval and non-discretionary consulting where clients approve recommendations. Additionally, the firm offers corporate retirement plan consulting services for business sponsors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Discretionary management fees range from 0.50% to 1.50% annually. Non-discretionary consulting fees range from 0.10% to 0.25% annually. Fees are negotiable based on factors such as anticipated future assets, account size, and family relationships.