Wea Financial Advisors, INC.
Assets Under Management
$554.3M
Number of Clients
620
Number of Advisors
3
Average Client AUM
$894K
AUM per Advisor
$184.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WEA Financial Advisors, Inc. provides fee-based investment advisory services to public school employees and their families. Services include portfolio analysis, retirement income projection, retirement income analysis, ad-hoc hourly consulting, and personal investment accounts managed by the Advisor.
Fee Structure
The firm charges $225 per hour for financial planning and investment advice, billed in 15-minute increments. Portfolio Analysis takes 3-5.5 hours, Retirement Income Projection takes 4-5 hours, and Retirement Income Analysis takes 7-9 hours. Personal Investment Accounts have a combined platform and advisory fee of 0.35% annually, charged quarterly. WEA TSA Trust participants may be eligible for subsidies. Active WEAC and WEAC-R union members may be eligible for a 10% discount. Fees are non-negotiable.
Areas of Practice
Location
660 John Nolen Drive, Madison, WI, 53713