Wealth Solutions, Inc. charges fees for asset management and financial planning services. Financial planning fees range from $500 to $5,000 and are negotiable. Asset management fees vary depending on the custodian (SEI & AXOS or American Funds & Aspire) and the amount of assets managed. There is generally a $1,000 minimum asset level for investment advisory services. The fees do not include brokerage commissions, transaction fees, and other related costs and expenses. Pontera will directly charge WS .3% AUM quarterly in advance. WS will pay this charge out of Client’s pre-existing advisory fee. Additionally, WS will charge .7% for the management of assets on the Pontera platform.
21 Waterway Avenue, Suite 300, The Woodlands, TX, 77380
Get directionsRichard is the President of Crownbridge Wealth LLC, selling fixed insurance products and spending minimal time on it. He is also a Managing Partner of Crownbridge Securities LLC (real estate holding company) and Dolce Vita Holdings LLC (automotive resell), dedicating a few hours per week to each.