Wealth Analytics Partners, LLC
Assets Under Management
$283.2M
Number of Clients
168
Number of Advisors
5
Average Client AUM
$1.7M
AUM per Advisor
$56.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Analytics Partners, LLC is a fee-only firm providing investment management and financial planning. They act as a fiduciary, prioritizing client interests and disclosing conflicts. They review financial situations, set goals, and make ongoing recommendations. Financial plans cover net worth, cash flow, investments, tax, retirement, estate, and education planning.
Fee Structure
Fees are based on a percentage of assets under management, hourly charges, and fixed fees. Asset management fees range from 0.45% to 1.25% per year, negotiable based on assets and services. Financial planning fees range from $500 to $50,000 depending on complexity. Hourly fees are $250/hour if a financial plan is cancelled. A minimum of $1,000,000 is required to establish a new advisory account, but this may be waived.
Areas of Practice
Location
12730 High Bluff Dr, Suite 260, San Diego, CA, 92130