Wheatfield Wealth Management offers investment management on both a discretionary and non-discretionary basis, as well as personalized financial planning. The firm designs globally diversified portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, tailored to each client's goals, time horizon, and risk tolerance. In addition to ongoing portfolio management, Wheatfield Wealth Management provides standalone financial planning for a flat fee and hourly ad hoc reviews of client-prepared or third-party financial plans.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable. Non-discretionary, advice-only clients with client-directed custody may pay a negotiated flat quarterly advisory fee instead.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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