Wager Wealth Management and Financial Planning LLC
Wager Wealth Management (WWM) offers investment management and financial planning services. WWM works with clients to understand their financial situation, goals, and risk tolerance to create a suitable investment portfolio. WWM provides ongoing portfolio review and management, rebalancing portfolios as needed. WWM also offers financial planning services, including estate, income tax, charitable, cash flow, wealth transfer, and family legacy objectives. WWM partners with other advisors to ensure a coordinated effort toward the client’s stated goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.90% |
| $300K - $600K | 0.80% |
| $600K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
The minimum annual fee is $1,000 and is negotiable. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by WWM and the client.