Wealth Management Advisors, Inc. has been a registered investment advisor since 1998. The firm provides portfolio management services, general investment planning, and advice regarding investments in securities, insurance products, annuities, and asset allocation services. Wealth Management Advisors also offers access to third-party investment advisors through platforms like AssetMark and City National Rochdale.
Fee Structure
Wealth Management Advisors, Inc. primarily uses third-party advisory services like AssetMark and City National Rochdale to manage investments. The fees for these services vary depending on the manager and strategy selected.
For AssetMark, the total fee (including Wealth Management Advisors' fee and the manager's fee) can range from 0.95% to 2.35% depending on the amount invested. For City National Rochdale, the total fee can range from 1.00% to 2.00% depending on the amount invested. These fees do not include trading costs or custodial fees.
Wealth Management Advisors' fees are negotiable, but the fees charged by the third-party advisory services may not be.