Flywheel Private Wealth provides investment management and financial advisory services to high net worth individuals, families, and associated businesses. Flywheel helps clients achieve their financial needs and goals by creating customized investment plans based on their individual needs and goals. Flywheel may recommend other professionals, such as accountants and lawyers, to implement recommendations, which may create a conflict of interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Existing clients may be grandfathered and charged according to their existing fee rate. Fees for programs offered through Wells Fargo Advisors are: Private Advisor Network ($0-$500K: 1.75%, Next $500K: 1.50%, Next $4M: 1.25%, Above $5M: Negotiable), Personalized Unified Managed Account (1.75%), FundSource® (1.50%).