How does Wealth Management LLC charge for its services?
We believe you and your clients are best served by adopting fee-only investment services, typically on a sliding scale, where your fee percentage drops as your client’s assets under management (AUM) increases. Wealth Management LLC charges a percent of the fees you collect, with the percentage decreasing as your firm’s AUM grows. We also have many vendor alliances, which allow us to “coop” expenses. We find it important for you to have the pertinent details you need to perform an informed cost-benefit analysis of our services. Therefore, we are happy to discuss our fee arrangements with you in more detail when you contact us.
