WT Wealth Management charges an annual investment management fee based on a percentage of assets under management, ranging from 0% to 2%. These fees are collected quarterly in advance. Financial planning services are offered on an hourly basis ($150-$250/hour) or ongoing subscription basis ($250-$1,000/quarter). Fees are negotiable based on assets and complexity.
20865 North 90th Place, Suite 105, Scottsdale, AZ, 85255
Get directionsEileen is a Member, Owner, and President of True Financial Wealth Management Firm, LLC since 2006. She spends minimal time on this activity, as it is primarily an active entity to manage.