Wealthmind Financial Planning offers investment management services where they manage client funds based on individual needs, developing investment plans with asset allocation targets. They primarily advise on stocks, bonds, mutual funds, and ETFs. At no additional fee, WFP also provides clients with a financial plan. They also offer financial planning services, including ongoing and project-based engagements, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
The annual advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the first day of the billing period. The advisory fee is a blended tier. Our minimum annual fee for this service is $5,000.
