WELLth Advisory Services charges fees based on a percentage of assets under management, not to exceed 3% per annum. Fees are discussed and agreed upon in advance. They also offer wrap fee programs with all-inclusive pricing that includes trade execution, custody, and asset management fees. The specific arrangement for each client will be negotiated and defined in the investment advisory contract.
Prior Lake, MN
Get directionsAnthony works as a plan consultant for Strategic Retirement Partners, providing service on 401k plans to plan sponsors. This investment-related activity takes up more than full-time hours.