Holistic, Fee-Only Approach.
At WealthLogic, we seek to plan for your entire financial picture to align goals and values. As a fee-only firm, our commitment is to our clients, devoid of any third-party commissions or incentives. Our suite of services is based on our ability and desire to provide comprehensive wealth management while planning for life’s big decisions and moments.
We help individuals and families solve their wealth management puzzle by offering the following services:
- Financial Planning
- Retirement
- Investments
- Tax Planning
- Employee Benefits
- Insurance Analysis (Life and all other types)
- Long-Term Health Care
- Education Planning
- Legacy Planning (Beneficiary Review & Education)
Fee Schedule
As a fee-only wealth management firm, we easily and proudly share the cost for our services upfront. For more information, please see our Form ADV 2A. The fee is based on a percentage of assets under management. The annualized fees for investment management services are based on the following fee schedule:
Assets Under Management | Annual Advisory Fee |
Up to $250,000 | 1.50% |
$250,001 – $500,000 | 1.25% |
$500,001 – $1,000,000 | 1.00% |
$1,000,001 – $2,000,000 | 0.75% |
Above $2,000,001 | 0.50% |
Our minimum account size requirement is $250,000 to open or maintain an account under our management. Household accounts may be aggregated to meet this requirement. Our minimum annual fee is $3,750.
