Wealthview's fees depend on the service, complexity, and client preference. For Comprehensive Wealth Management and Professional Asset Management, they charge up to 1.00% annually based on assets under management. For clients interested in financial planning only, the fixed fee typically ranges from $1,500 - $25,000, depending on the complexity and length of the engagement. Consulting or other services unrelated to discretionary asset management are billed at a negotiated fixed-fee or an hourly rate ranging from $150 - $500/hour. Wealthview does not require a minimum account size or annual fee, but can only accept client relationships if it believes that it can create value and be compensated accordingly.
4500 I-55 North, Suite 263, Jackson, MS, 39211
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