Wealth Solutions provides personalized investment management, financial planning, and consulting services for individuals, high-net-worth clients, and businesses. Wealth Solutions helps clients build and preserve wealth through tailored asset allocation and ongoing portfolio monitoring. Clients can receive comprehensive financial plans or targeted advice covering retirement, estate planning, tax strategies, and college funding. Wealth Solutions also offers specialized management for variable annuities and employer-sponsored retirement plans. Wealth Solutions operates as a registered investment advisor based in The Woodlands, Texas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.60% |
| $750K+ | 1.20% |
Rates shown are for SEI and AXOS accounts. American Funds and Aspire accounts have slightly different tiers: up to $499,999.99 at 1.60%, $500,000 to $749,999.99 at 1.55%, and over $750,000 at 1.50%. Fees are negotiable.