Assets Under Management
$75.0M
Number of Clients
525
Number of Advisors
1
Average Client AUM
$143K
AUM per Advisor
$75.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wealth Solutions, Inc. provides asset management and financial planning services. They focus on helping clients develop and execute plans to build and preserve wealth. Services include financial planning, retirement planning, estate planning, and investment management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.60% |
| $750K+ | 1.20% |
Fees listed are for SEI & AXOS accounts. American Funds & Aspire accounts have a different fee schedule: 1.60% up to $499,999.99, 1.55% for $500,000.00 - $749,999.99, 1.50% over $750,000.00. Advisory fees and account minimums may be negotiable.
21 Waterway Avenue, Suite 300, The Woodlands, TX, 77380