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.
2900 100th Street Suite 106, Urbandale, IA, 50322
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Learn about disclosures →Eric provides investment advisory services through Global Retirement Partners, an independent investment advisor firm, since August 2016. This activity takes about half of his time.