Wealth Management Resources, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Wealth Management Resources (WMR) offers investment advice and financial planning services. WMR manages investment portfolios through its Custom Account Program with Charles Schwab and SEI Investment Management Corporation. WMR also provides financial planning, 529 college savings plan advice, 401(k) plan advisory services, and seminars. WMR is also an insurance agency.
Assets Under Management$390M
Clients622
Advisors6
Avg. per Client$620K
Avg. per Advisor$64M
wealthmanagers.com ·www.linkedin.com/company/2814287/admin ·www.linkedin.com/company/wealth-management-reso...
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.67% |
| $1.5M+ | 0.33% |
Fee is negotiable depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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