Wealth-Source Financial manages investment portfolios and offers financial planning on topics like retirement, risk management, college savings, and estate planning. They also offer comprehensive financial planning with ongoing monitoring and updates. WSF uses a Monte Carlo simulation for investment analysis and primarily practices passive investment management.
Assets Under Management$2.1M
Clients10
Advisors1
Avg. per Client$210K
Avg. per Advisor$2.1M
www.wealth-sourcefinancial.com ·www.linkedin.com/company/wealth-source ·www.linkedin.com/in/rosariochacon
Fee Structure
Minimum Investment:$75K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.60% |
For couples, the fee is 1.50% on the first $420,000, then it decreases in tiers to 0.60% for amounts over $6,000,001. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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