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.
Shorewood, IL
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →David is the Director of Investments at Strategic Retirement Partners, providing fiduciary investment reviews and working with participants and committees. This takes up nearly all of David's time, including a significant portion during trading hours.