Wellsage Wealth Management offers portfolio management, financial planning, and financial education services. Wellsage constructs portfolios using low-cost ETFs and individual securities based on client objectives and risk tolerance. Financial planning services cover budgeting, retirement projections, education funding, estate considerations, insurance reviews, and tax-awareness strategies. Financial education services are also offered on an hourly basis.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable lower depending on account size, complexity, household relationships, and scope of services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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