WealthPLAN Partners (WPP) offers financial planning, consulting, and investment management services. They work with individual investors and institutions. WPP helps clients with business planning, investments, insurance, retirement, education, estate planning, tax, and cash flow needs. Investment management services are provided on a discretionary basis, allocating assets among various investments. WPP may use third-party investment advisory firms to aid in the implementation of an investment portfolio.
Fee Structure
WPP provides investment management services for a fee based on the value of your investments. The annual fee is negotiable and varies between 0.01% and 2.00%. The exact billing terms will be determined on a case-by-case basis and shall be described in the executed advisory agreement. In certain cases, Client accounts utilizing third party managers will be charged a fee that is in addition to the fee published for our services. In other instances, this fee will be offset by our firm’s advisory fee.