Wellment Financial provides investment management with a focus on tax planning, manager selection, and financial planning services to individuals, high net worth individuals, and institutions. Wellment uses model portfolios tailored to each client's risk profile. Financial planning services are offered on a one-time or continuous basis, covering retirement, cash flow, insurance, and estate planning. Wellment also offers retirement plan services to plan sponsors.
Fee Structure
Wellment Financial offers investment management services where fees are based on a percentage of the value of your portfolio. The total fee will not exceed 2.0% annually and includes Wellment's advisory fee, the sub-advisor's fee, the model manager fee (if applicable), and transaction costs. Fees are deducted monthly based on the average daily balance of your account.