Wyand Wealth provides investment management using ETFs and individual stocks, and financial planning covering budgeting, retirement, debt consolidation, major purchases, and income optimization. Wyand Wealth tailors its services to each client's financial situation, risk tolerance, and investment goals. Clients can place reasonable restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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