Wealthspan Partners offers investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. Wealthspan creates customized investment strategies and manages portfolios using ETFs, mutual funds, individual stocks and bonds, and potentially options and private funds. Financial planning services are offered as part of investment management or as a separate service, covering areas like retirement, taxes, insurance, and estate planning.
Fee Structure
Wealthspan Partners charges a monthly fee based on the average daily value of your investments. The annual rate ranges from 0.25% to 1.50%, depending on the amount you invest, the complexity of your situation, and your overall relationship with Wealthspan. Fees may be negotiable.