Wealth & Wellness Group provides personalized advice to individuals, trusts, estates, and businesses. Services include managing investments, providing second opinions on existing portfolios, creating financial plans, and acting as a fiduciary. The firm tailors its advice to each client's needs and goals, and may recommend various financial products.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for portfolios over $5,000,000. Minimum annual fee of $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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