Wealthspan Investment Management offers financial planning and portfolio management services through its investment advisor representatives. Financial planning includes comprehensive and ongoing planning, as well as financial consulting services. Portfolio management services involve recommending model portfolios, either active or passive, based on client objectives and risk tolerance. They may also use sub-advisers to manage assets. Wealthspan Investment Management also offers retirement plan consulting services.
Fee Structure
Wealthspan Investment Management charges a fee based on the value of your investments. The fee varies depending on the model portfolio your investments are placed in, and the fee is tiered, meaning the rate is applied to each value range. The total fee you pay includes Wealthspan's management fee and a fee paid to your investment advisor representative, which is a maximum of 1.25%. The fees are calculated and billed monthly.
For investments managed by a sub-adviser, the annual management fee is up to 0.60%, and the investment advisor representative may charge up to 1.25% on top of that, with the total fee not exceeding 2.00%.