Wheel Advisors offers personalized investment management and financial planning services for individuals, high-net-worth clients, and small business owners. Wheel Advisors builds customized portfolios using a mix of global stocks, exchange-traded funds, and bonds, relying on modern portfolio theory and low-cost index investing principles. Clients grant the firm the authority to make trades on their behalf without prior approval for every single transaction. In addition to portfolio management, Wheel Advisors provides comprehensive financial planning—covering retirement, cash flow, net worth tracking, and long-term investment strategies—as well as specialized consulting for small business owners focusing on strategic planning, profit and loss analysis, and balance sheet reviews. Wheel Advisors has no account minimums, allowing clients of various wealth levels to access its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on factors such as historical relationships, asset types, and account composition.