Some clients who are looking for an advisory relationship are frustrated with the large account size or minimum annual fee that advisors impose. Wealth Management Essentials was designed for clients with more modest planning needs and smaller portfolios.
- Limited to three hours of planning & meeting time per year
- Additional hours billed at a 50% discounted rate
- Model portfolios with limited customization
Assets Under Management fee
- $0 – $250,000: 1.25%
- Above $250,000: 1.00%
Minimum Advisor fee is $750 per year