WealthTarget Investment Advisors provides consulting services in asset allocation, portfolio evaluation, investment selection, income tax planning, estate planning, risk management, and retirement planning. They work with tax accountants and estate attorneys to assist clients with income taxes and estate planning. Investment selection is customized based on the client's risk tolerance and tax situation. WealthTarget also provides ongoing monitoring and performance reports.
Assets Under Management$75M
Clients112
Advisors1
Avg. per Client$670K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
For fee-based annuities, WealthTarget charges a flat 1% rate. Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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