Wealth Analytics Partners provides investment management and financial planning services. As a fee-only firm, it does not sell securities on commission. Wealth Analytics acts as a fiduciary, putting clients' interests first and disclosing any conflicts of interest. The firm reviews clients' financial situations and portfolios regularly, working with them to set and achieve financial goals.
Fee Structure
Wealth Analytics Partners charges a fee based on a percentage of the value of your investments. This fee is charged quarterly in advance. The annual fee typically ranges from 0.45% to 1.25% of the value of your portfolio, depending on the amount you invest and the services you receive. Fees may be negotiable and can be adjusted with 30 days' written notice.