Wealth Alignment Partners (WAP) offers wealth management and financial planning services tailored to individual client needs. WAP helps clients determine their risk tolerance and investment objectives to create an appropriate investment strategy using stocks, exchange-traded funds, and mutual funds. WAP can manage investments with or without prior client approval for each trade. Financial planning involves reviewing a client's current situation, setting goals, and creating a plan to achieve those goals. WAP may also provide business or management consulting services.
Fee Structure
WAP's investment advisory fees range from 0.25% to 1.25% per year of the value of your portfolio. The exact fee is negotiable and depends on factors like the size of your account and the complexity of your assets. You'll also be responsible for transaction fees and fund expenses.