Wealth Being Advisors provides investment management and financial planning to individuals, high net-worth individuals, and businesses. The firm creates investment plans based on clients' goals and risk tolerance, and may use third-party investment managers. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies.
Fee Structure
Wealth Being Advisors offers investment management services where the fee is a percentage of the value of your portfolio. The exact fee is negotiated, but generally falls within these ranges:
- $0 - $999,999: 0.90% - 1.50% per year
- $1,000,000 - $2,499,999: 0.70% - 1.20% per year
- $2,500,000 - $4,999,999: 0.60% - 1.00% per year
- $5,000,000 - $9,999,999: 0.50% - 0.90% per year
- $10,000,000 and Above: Negotiable
Fees are based on the account balance on the last trading day of the billing period and are paid monthly or quarterly. The fee schedule includes the fees charged by any third-party investment managers used.