WPWealth charges fees based on assets under management. For discretionary managed accounts, fees range from 1.25% on assets under $1 million to 1.00% on assets $1,000,000 and above, not to exceed 2.5%. There is also a $100 annual administration fee per account and a $5,000 minimum annual management fee. For qualified retirement solutions, fees range from $3,500 for assets up to $350,000 to 0.75% on assets over $4,000,001, with a $3,500 minimum annual fee. Fees and minimums are negotiable.
8343 Douglas Avenue, Suite 400, Dallas, TX, 75225
Get directionsBryan referees rugby games for the Texas Rugby Referee Association, a non-investment related activity. This requires minimal time.