Wealth Mode Financial Planning provides financial planning and investment management services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, business planning, student loans, and estate planning. Investment management is offered through third-party money managers. Wealth Mode also offers tax return preparation and retirement plan consulting for self-employed individuals and business owners.
Assets Under Management$11M
Clients95
Advisors1
Avg. per Client$110K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K+ | 0.10% |
If you are not enrolled in comprehensive financial planning, there is a $250 minimum annual fee for the first $100,000 of your portfolio. If you are enrolled in comprehensive financial planning, the advisory fee is 0.10% of your portfolio per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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