Wealth Science Advisors (WSA) offers investment advisory services, including discretionary portfolio management, and financial planning services covering areas like tax and estate planning. WSA uses a "Money Happiness" approach, tailoring strategies to clients' individual personalities and financial circumstances. WSA may engage a sub-advisor. WSA also offers Reservoir Cash Flow System services.
Assets Under Management$510M
Clients271
Advisors8
Avg. per Client$1.9M
Avg. per Advisor$64M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is generally negotiable for clients with assets under management in excess of $30,000,000. An additional fee of 1.00% of assets under management is assessed for retirement plan asset management services performed through Pontera.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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