Wealth Management Advisors RIA, Inc. provides investment advice and financial planning services. They offer both discretionary and non-discretionary asset management, investing mainly in stocks, bonds, mutual funds, and exchange-traded funds. They may also recommend third-party managers. Financial planning services include tax, income, social security, and estate planning. Clients can impose restrictions on investments.
Assets Under Management$120M
Clients151
Advisors2
Avg. per Client$760K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $5.0M | 1.50% |
| $5M+ | 1.50% |
Annual fee may be negotiable based upon certain criteria. For variable and fixed index annuity management, the fee will not exceed 1% of the assets managed.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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