Wealth Solutions offers investment advice, financial planning, and consulting services. They manage investment portfolios for individuals, high net worth individuals, and business entities. Financial planning services cover retirement, estate, income tax, investments, and college education planning. They also offer non-discretionary investment management for variable annuity products and employer-sponsored retirement plans.
Assets Under Management$75M
Clients525
Advisors1
Avg. per Client$140K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.60% |
| $750K+ | 1.20% |
These fees apply to SEI & AXOS accounts. For American Funds & Aspire accounts: Up to $499,999.99: 1.60%, $500,000.00 - $749,999.99: 1.55%, Over $750,000.00: 1.50%. Variable Annuity Sub Accounts: 1.00%. Employer Sponsored Retirement Plan Investments: 0.50%. Fees and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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