WELLth Advisory Services offers investment advice, portfolio management, and financial planning to individuals and families. Investment recommendations include mutual funds, exchange-traded funds, and separate account managers. WELLth Advisory Services also provides consulting and advisory services to employer-sponsored retirement plans. They may use subadvisors to manage client assets.
Assets Under Management$24B
Clients2,383
Advisors74
Avg. per Client$9.9M
Avg. per Advisor$320M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
74 Advisors at this firm
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