Wealthfd
Assets Under Management
$61.9M
Number of Clients
288
Number of Advisors
3
Average Client AUM
$215K
AUM per Advisor
$20.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WealthFD, LLC provides ongoing portfolio management based on client goals, financial planning covering various areas like business planning and retirement, and pension consulting services as a limited scope ERISA 3(21) fiduciary. They primarily advise on mutual funds, fixed income, equities, and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.30% |
Fees negotiable for amounts over $5,000,001.
Fee Estimator
WealthFD charges fees based on a tiered percentage of assets under management. For portfolio management, financial planning is offered on an hourly basis ($250-$1,000/hour) or a fixed fee basis (starting at $1,000). Comprehensive wealth management fees are also tiered based on net worth, with a minimum annual fee between $5,000 and $15,000 depending on complexity. Pension consulting fees are also tiered based on plan assets. Fees may be negotiable for certain services.
Areas of Practice
Location
555 E North Lane, Suite 6075, Conshohocken, PA, 19428