WWA Planning & Investments is a registered investment advisor offering financial planning and investment management services. WWA emphasizes personal client contact and tailors its services to each client's specific needs. WWA offers comprehensive financial planning, ongoing financial planning with investment management, and hourly or fixed-fee consulting. WWA does not sell securities on a commission basis.
Assets Under Management$94M
Clients102
Advisors4
Avg. per Client$920K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Lower fees for comparable services can sometimes be available from other sources. Fees are negotiable and may be reduced by combining family member accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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