For those just getting started on their financial journey.
* Includes 1 hr of monthly consulting
* Education, advice, & strategy
* Basic financial plan & retirement projections
* Phone, email, & video conference support
* Wealth Vision dashboard access
For busy professionals that don't have the time to monitor finances.
Everything in Starter plus:
* Custom, written financial plan with multiple scenarios
* Estate and risk management review
* Group retirement plan analysis
For complex situations requiring additional attention.
Everything in Growth plus:
* In-person office meetings
* Advanced reporting
* CPA, attorney, or manager integration
* Unlimited consulting hours
Custom diversified portfolios.
* Proactive trading & rebalancing
* Model Wealth Portfolios (MWP)
* Mutual funds & ETF's
* Online "Account View" access
Access world-class managers.
* Custom Strategic Asset Management (SAM) Portfolios
* Individual stocks
* Online "Account View" Access
Advanced strategies and ideas.
* Individual corporate and muni bond trading
* Access Wendell Charles custom equity funds
Contact us for an estimate.
Private Client Services.
* ALL services listed in other tiers
* Cash, CD, and bond trading
* Alternative investments
* Private Trust Company
* Dedicated service team
Investment management simply means that we are directly managing one or more of your accounts.
We prefer this method as we believe it puts us on the same side of the table as our clients given we make more money only if you do.
Go through our automated onboarding process or we can assist you in setting up your personal financial planning dashboard via video conference.
Contact us at (888) 701-7305 and select Option 3 to speak with an advisor and have your questions answered.