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
Houston, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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