Wellencourt Wealth Management manages investment portfolios and provides financial planning services. They work with clients to understand their goals, risk tolerance, and financial situation to create a personalized investment plan. Wellencourt primarily uses passive investment management, building portfolios with index mutual funds or exchange traded funds. They also offer financial planning services to help clients with their financial goals, investment analysis, and retirement planning.
Assets Under Management$1.2M
Clients5
Advisors1
Avg. per Client$230K
Avg. per Advisor$1.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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