WealthValues offers wealth management services to clients, tailoring advice to their specific goals. They typically manage investments with full authority to make trades without asking first, based on an agreed-upon investment plan. WealthValues analyzes clients' financial situations and designs suitable investment portfolios, managing accounts by investing in various securities. They do not participate in wrap fee programs.
Fee Structure
WealthValues offers investment management as part of its services. The fee is a percentage of the value of your portfolio, ranging from 0.25% to 1.00% annually, depending on the amount you invest. Fees are negotiable. They also offer services for an annual fixed fee, or an annual fixed fee plus a percentage of your portfolio.