Wealth Management Solutions
Assets Under Management
$155.2M
Number of Clients
104
Number of Advisors
1
Average Client AUM
$1.5M
AUM per Advisor
$155.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Management Solutions, LLC (WMS) offers investment advice and financial planning on a fee-only basis. Services include comprehensive financial planning, hourly planning, and investment management. WMS manages investments in a discretionary capacity, primarily using mutual funds and ETFs.
Fee Structure
WMS charges fees for investment management, ranging from 0.00% to 1.2%. Hourly planning services are billed between $120.00 and $500.00 per hour, depending on complexity and experience. Financial planning and investment management fees may also be structured as a flat annual fee invoiced quarterly. Investment advisory fees are negotiable.
Areas of Practice
Location
8550 E. Shea Boulevard, Suite 130, Scottsdale, AZ, 85260