STARTER
$2,000 annually
Includes 1 hr of quarterly consulting (optional)
Monthly email on important financial topics
Education, advice, & strategy
Basic financial plan & retirement projections
Phone, email, & video conference support
Wealth Vision dashboard access
PRO
$3,000 annually
Everything in Starter plus:
Monthly 1 hr meeting (optional)
Custom, written financial plan with multiple scenarios
Estate and risk management review
Group retirement plan analysis
CUSTOM
Contact us for pricing.
Everything in Pro plus:
On-demand portfolio reviews for outside accounts
Advanced reporting
CPA, attorney, or manager integration
Unlimited consulting hours
Under $10k
Brokerage Platform
- Direct Mutual Fund company access
- Diversified portfolios
- Automated contributions
- Online Access
$10k to $2M
1% Annual Advisory Fee
- Access to world-class managers
- Proactive trading & rebalancing
- Custom portfolios
- Mutual Funds & ETF’s
- Individual stocks
- Online Access
$2M+
Contact for Estimate
- Advanced strategies and ideas
- Proactive trading & rebalancing
- Custom portfolios
- Mutual Funds & ETF’s
- Individual stocks
- Individual corporate and muni bond trading
- Cash, CD, & bond trading
- Access to Wendell Charles custom equity funds
- Online Access
- Financial Planning Included