Wealth Warden Partners (WWP) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. WWP creates an Investment Policy Statement outlining the client's current financial situation and constructs a plan to select a suitable portfolio. WWP generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs. WWP requests authority to make trades without asking first.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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