Wheeler Financial Services LLC operates as a registered investment advisor that assists clients by recommending third-party investment managers and independent advisors, such as Freestone Capital Management, to handle their portfolios through co-advisory arrangements. Wheeler Financial Services assesses client goals, risk tolerance, and suitability before making recommendations and provides ongoing reviews of performance. The firm is closely affiliated with Wheeler Accountants LLP, an accounting firm, and its principals are Certified Public Accountants who also offer tax and accounting services independently. Wheeler Financial Services does not directly manage money or trade securities on behalf of clients, nor does it have account minimums, though third-party managers may impose their own requirements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Third-party managers such as Freestone charge up to 1.5% annually, and Wheeler Financial Services receives a co-advisory fee of up to 30% of that amount from the manager. Total combined fees will not exceed 3.0% annually.