Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthValues offers services based on annual fixed fees, a combination of fixed fees and a percentage of assets under management, or solely a percentage of assets under management, ranging between 0.25% and 1.00%. Fees are calculated quarterly based on the market value of the account at the beginning of each quarter and are generally negotiable. Financial planning services are also available for a fixed fee of not less than $5,000, with updates starting at $2,000. A retainer of one-half the fixed fee is required for financial planning services.
Areas of Practice
Advisor Information
Office location
303 Twin Dolphin Dr., Suite 600, Redwood City, CA, 94065
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