Wellness Investment Advisers LLC offers financial planning and investment management services. Wellness provides direct asset management and may recommend third-party managers. They also offer financial planning and consulting services covering wills, estate planning, investments, taxes, and insurance. Wellness also offers ERISA plan services and qualified plan consulting services.
Fee Structure
Wellness Investment Advisers offers investment management services based on a percentage of your portfolio, not exceeding 1.00% annually. This fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed monthly or quarterly. Wellness also utilizes third-party money managers, and the fees for those services will be disclosed to you before you sign an agreement.