WealthProtect Advisors provides ongoing investment advice and financial planning to clients based on their individual needs. This includes developing a personal investment policy, creating and managing a portfolio, and reviewing a client's financial history and family background. At no additional fee, WealthProtect Advisors also provides clients with a financial plan covering areas such as net worth, cash flow, retirement planning, insurance, investments, college planning, and estate planning.
Fee Structure
WealthProtect Advisors offers wealth management services that include both investment management and ongoing financial planning. The annual fee is a flat dollar amount based on the amount of assets they advise on. For example, a married couple with $3 million in assets would pay $7,920 per year, billed quarterly in advance. There is also a one-time $1,200 onboarding fee, which is rebated after three years.