Wealthway Financial Advisors offers tailored financial advice and services, starting with understanding the client's situation and goals. Wealthway provides comprehensive financial planning, investment management, and hourly consultations. They assist clients in determining appropriate asset allocation and prepare a written Investment Policy Statement. Wealthway primarily uses mutual funds and exchange traded funds. They also coordinate with outside legal, tax, and risk management advisors.
Assets Under Management$250M
Clients166
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$120M
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Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Individual fee schedules may be compressed for assets under management exceeding $2 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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