Wela Financial Advisory provides investment management and financial planning services. Wela works with clients to understand their financial situation, investment objectives, and risk tolerance to determine the best portfolio composition. Wela offers one-time financial planning services and financial planning memberships that include ongoing advice and client reviews. Wela also works with third-party investment advisors in a sub-advisory capacity.
Fee Structure
Wela Financial Advisory charges a fee for investment management services, which includes advice, consulting, trade entry, and investment supervision. The fee is based on a percentage of your portfolio's value and is billed monthly in advance. Wela pays all custodial fees and transaction costs. The specific fee is set forth in your Investment Advisory Agreement and shall not exceed 1% annually. If your investable assets are over $300,000 and you elect to use optional investment management services, you may fall under Wela's normal Investment Management Fees and Compensation Schedule.