Wealth Solutions, INC.
Assets Under Management
$75.0M
Number of Clients
525
Number of Advisors
1
Average Client AUM
$143K
AUM per Advisor
$75.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Solutions, Inc. is a Registered Investment Adviser offering financial planning and asset management services. They focus on helping clients develop and execute plans to build and preserve wealth. They manage discretionary assets for individuals, high net worth individuals, and business entities.
Fee Structure
Wealth Solutions, Inc. charges fees for asset management and financial planning services. Financial planning fees range from $500 to $5,000 and are negotiable. Asset management fees vary depending on the custodian (SEI & AXOS or American Funds & Aspire) and the amount of assets managed. There is generally a $1,000 minimum asset level for investment advisory services. The fees do not include brokerage commissions, transaction fees, and other related costs and expenses. Pontera will directly charge WS .3% AUM quarterly in advance. WS will pay this charge out of Client’s pre-existing advisory fee. Additionally, WS will charge .7% for the management of assets on the Pontera platform.
Areas of Practice
Location
21 Waterway Avenue, Suite 300, The Woodlands, TX, 77380