Wealth Teams Alliance charges an annual wrap fee ranging from 0.60% to 1.10%, which includes securities transaction fees. The fee is based on factors like the representative assigned, assets invested, complexity, and servicing needs. Clients may be responsible for fees for trades executed away from the custodian, trustee fees, and mutual fund/ETF internal expenses. Fees are charged quarterly in advance, based on the prior quarter's value. Similar clients could pay different fees.
15520 Rockfield Blvd, Suite G, Irvine, CA, 92618
Get directionsGuy is involved in several business activities, including investment advising, consulting, insurance sales and marketing, real estate investment, and publishing. He dedicates a few hours per week to editing and publishing books, and about half his time to BMI Consulting and Associates on Insurance Concept Services Inc.