The WealthPlan provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, corporations, and business entities. Investment management includes investment strategies, selection, asset allocation, and portfolio monitoring. Financial planning covers investment reviews, tax planning, retirement planning, and estate planning. The WealthPlan also offers access to alternative investments and manages accounts held away from its primary custodian.
Assets Under Management$74M
Clients133
Advisors1
Avg. per Client$560K
Avg. per Advisor$74M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees may be negotiable. The fixed annual fee may exceed 3% of the account value.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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