Wealth Dimensions Family Office provides family office services to high-net-worth clients. These services include financial planning, family governance, estate planning consultation, check-writing and bill-pay services, philanthropy management, reporting services, and portfolio management. WDFO selects separate account managers to direct the day-to-day management of investments. WDFO also provides retirement plan consulting services to plans and plan fiduciaries.
Fee Structure
Wealth Dimensions Family Office charges fees based on a percentage of your total net worth or the value of your managed portfolio. Typical fees range from 0.50% to 1.00%, but are individually negotiated based on the services provided. These fees are in addition to the fees charged by the separate account managers who actually manage the investments.