Services

Our service offerings were designed with you in mind.

There is not a one-size-fits-all approach to delivering financial advice. We strongly believe everyone should have access to high quality advisors working in a Fee-Only relationship.

Our service offerings provide the opportunity to receive both financial planning and investment management services under clearly defined client agreements.

Wealth Management Service Offerings

PREMIERE

This offering is comprehensive and designed to build a meaningful relationship between the client and advisor. Wealth Management Premiere allows for fully customizable portfolio design and unlimited meeting and financial planning time.

 

Financial Planning

  • Unlimited planning & meeting time
  • Collaborative planning via the optional myIWM personal website to track and manage your “entire financial life”

Investment Management

  • Full customization and tax management

Annual Professional Service Credit

  • $750 to $3,000 for professional services that can be used outside the firm

Assets Under Management fee

  • First $1 million 1.00%
  • Next $1 million 0.60%
  • Next $1 million 0.50%
  • Above $3 million 0.40%

Minimum Advisor fee is $5,000 per year

  • Longevity discount of 25% on the first tier Asset Under Management fee after 5 full years.

ESSENTIALS

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.


Financial Planning

  • Self-directed planning via the myIWM personal website to track and manage your “entire financial life”
  • Clients with assets under management of $100,000 or more are provided the opportunity to hold an annual review meeting with an advisor
  • Additional planning is available from a Certified Financial Planner™ practitioner at an hourly rate

Investment Management

  • Model portfolios that are selected automatically based on your needs
  • Complete online solution: account opening, funding and distributions

Assets Under Management fee

  • Flat 0.85% per year

Minimum Account Size

  • $5,000

Hourly consulting is available on a limited basis and is prioritized below the needs of Essentials and Premier clients. Current hourly rates are listed in our firm ADV.