Wealth Partners Inc. provides financial planning and investment management services to individuals, professionals, retirees, and business owners. As a fee-only advisor, Wealth Partners does not accept commissions for selling investment or insurance products. They act as a fiduciary, legally required to act in your best interest. Services include financial planning, direct portfolio management, and self-directed portfolio management.
Assets Under Management$690K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$690K
Fee Structure
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts greater than $5,000,000. This schedule is for Direct Portfolio Management. Self-Directed Portfolio Management fees range from 0.50% to 0.25% annually, depending on the amount you invest. Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...