{"id":186,"date":"2023-10-04T14:31:42","date_gmt":"2023-10-04T14:31:42","guid":{"rendered":"https:\/\/wealthlogicllc.com\/?page_id=186"},"modified":"2023-10-16T17:36:42","modified_gmt":"2023-10-16T17:36:42","slug":"services","status":"publish","type":"page","link":"https:\/\/wealthlogicllc.com\/services\/","title":{"rendered":"Services"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"186\" class=\"elementor elementor-186\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4ff66ec elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4ff66ec\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-a614b30\" data-id=\"a614b30\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1f96abe elementor-widget elementor-widget-spacer\" data-id=\"1f96abe\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-column .elementor-spacer-inner{height:var(--spacer-size)}.e-con{--container-widget-width:100%}.e-con-inner>.elementor-widget-spacer,.e-con>.elementor-widget-spacer{width:var(--container-widget-width,var(--spacer-size));--align-self:var(--container-widget-align-self,initial);--flex-shrink:0}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container,.e-con>.elementor-widget-spacer>.elementor-widget-container{height:100%;width:100%}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer,.e-con>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer{height:100%}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer>.elementor-spacer-inner,.e-con>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer>.elementor-spacer-inner{height:var(--container-widget-height,var(--spacer-size))}.e-con-inner>.elementor-widget-spacer.elementor-widget-empty,.e-con>.elementor-widget-spacer.elementor-widget-empty{position:relative;min-height:22px;min-width:22px}.e-con-inner>.elementor-widget-spacer.elementor-widget-empty .elementor-widget-empty-icon,.e-con>.elementor-widget-spacer.elementor-widget-empty .elementor-widget-empty-icon{position:absolute;top:0;bottom:0;left:0;right:0;margin:auto;padding:0;width:22px;height:22px}<\/style>\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d424e8d elementor-widget elementor-widget-heading\" data-id=\"d424e8d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h2 class=\"elementor-heading-title elementor-size-default\">Holistic, Fee-Only Approach.<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5825a32 elementor-widget elementor-widget-text-editor\" data-id=\"5825a32\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>At WealthLogic, we seek to plan for your entire financial picture to align goals and values.\u00a0 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&#8217;s big decisions and moments.<\/p><p>We help individuals and families solve their wealth management puzzle by offering the following services:<\/p><ul><li><strong>Financial Planning<\/strong><\/li><li><strong>Retirement<\/strong><\/li><li><strong>Investments<\/strong><\/li><li style=\"font-size: 16px;\"><span style=\"font-weight: bolder;\">Tax Planning<\/span><\/li><li style=\"font-size: 16px;\"><span style=\"font-weight: bolder; background-color: transparent; color: var( --e-global-color-text );\">Employee Benefits<\/span><\/li><li><strong>Insurance Analysis <\/strong><em>(Life and all other types)<\/em><\/li><li><strong style=\"background-color: transparent; color: var( --e-global-color-text );\">Long-Term Health Care<\/strong><\/li><li><strong style=\"background-color: transparent; color: var( --e-global-color-text );\">Education Planning<\/strong><\/li><li><strong>Legacy Planning\u00a0<\/strong><span style=\"background-color: transparent; color: var( --e-global-color-text );\"><i>(Beneficiary Review &amp; Education)<\/i><\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-0fa66cb\" data-id=\"0fa66cb\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;background_motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;background_motion_fx_translateX_effect&quot;:&quot;yes&quot;,&quot;background_motion_fx_translateX_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]},&quot;background_motion_fx_translateX_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;background_motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-adaa2ec elementor-widget elementor-widget-spacer\" data-id=\"adaa2ec\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-fc7d8b0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"fc7d8b0\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-05e00d5\" data-id=\"05e00d5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9852946 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"9852946\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-widget-divider{--divider-border-style:none;--divider-border-width:1px;--divider-color:#0c0d0e;--divider-icon-size:20px;--divider-element-spacing:10px;--divider-pattern-height:24px;--divider-pattern-size:20px;--divider-pattern-url:none;--divider-pattern-repeat:repeat-x}.elementor-widget-divider .elementor-divider{display:flex}.elementor-widget-divider .elementor-divider__text{font-size:15px;line-height:1;max-width:95%}.elementor-widget-divider .elementor-divider__element{margin:0 var(--divider-element-spacing);flex-shrink:0}.elementor-widget-divider .elementor-icon{font-size:var(--divider-icon-size)}.elementor-widget-divider .elementor-divider-separator{display:flex;margin:0;direction:ltr}.elementor-widget-divider--view-line_icon .elementor-divider-separator,.elementor-widget-divider--view-line_text 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.elementor-divider__element{margin-inline-end:0}.elementor-widget-divider:not(.elementor-widget-divider--view-line_text):not(.elementor-widget-divider--view-line_icon) .elementor-divider-separator{border-block-start:var(--divider-border-width) var(--divider-border-style) var(--divider-color)}.elementor-widget-divider--separator-type-pattern{--divider-border-style:none}.elementor-widget-divider--separator-type-pattern.elementor-widget-divider--view-line .elementor-divider-separator,.elementor-widget-divider--separator-type-pattern:not(.elementor-widget-divider--view-line) .elementor-divider-separator:after,.elementor-widget-divider--separator-type-pattern:not(.elementor-widget-divider--view-line) .elementor-divider-separator:before,.elementor-widget-divider--separator-type-pattern:not([class*=elementor-widget-divider--view]) .elementor-divider-separator{width:100%;min-height:var(--divider-pattern-height);-webkit-mask-size:var(--divider-pattern-size) 100%;mask-size:var(--divider-pattern-size) 100%;-webkit-mask-repeat:var(--divider-pattern-repeat);mask-repeat:var(--divider-pattern-repeat);background-color:var(--divider-color);-webkit-mask-image:var(--divider-pattern-url);mask-image:var(--divider-pattern-url)}.elementor-widget-divider--no-spacing{--divider-pattern-size:auto}.elementor-widget-divider--bg-round{--divider-pattern-repeat:round}.rtl .elementor-widget-divider .elementor-divider__text{direction:rtl}.e-con-inner>.elementor-widget-divider,.e-con>.elementor-widget-divider{width:var(--container-widget-width,100%);--flex-grow:var(--container-widget-flex-grow)}<\/style>\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9702aa3 elementor-widget elementor-widget-heading\" data-id=\"9702aa3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Fee Schedule<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4dadf4f elementor-widget elementor-widget-text-editor\" data-id=\"4dadf4f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>As a fee-only wealth management firm, we easily and proudly share the cost for our services upfront. For more information, please see our <strong><a href=\"https:\/\/wealthlogicllc.com\/form-adv\/\">Form ADV 2A<\/a><\/strong>. 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:<\/p><table width=\"486\"><tbody><tr><td width=\"254\"><p><strong>Assets Under Management<\/strong><\/p><\/td><td width=\"232\"><p><strong>Annual Advisory Fee<\/strong><\/p><\/td><\/tr><tr><td width=\"254\"><p>Up to $250,000<\/p><\/td><td width=\"232\"><p>1.50%<\/p><\/td><\/tr><tr><td width=\"254\"><p>$250,001 &#8211; $500,000<\/p><\/td><td width=\"232\"><p>1.25%<\/p><\/td><\/tr><tr><td width=\"254\"><p>$500,001 &#8211; $1,000,000<\/p><\/td><td width=\"232\"><p>1.00%<\/p><\/td><\/tr><tr><td width=\"254\"><p>$1,000,001 &#8211; $2,000,000<\/p><\/td><td width=\"232\"><p>0.75%<\/p><\/td><\/tr><tr><td width=\"254\"><p>Above $2,000,001<\/p><\/td><td width=\"232\"><p>0.50%<\/p><\/td><\/tr><\/tbody><\/table><p>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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Holistic, Fee-Only Approach. At WealthLogic, we seek to plan for your entire financial picture to align goals and values.\u00a0 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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/wealthlogicllc.com\/wp-json\/wp\/v2\/pages\/186"}],"collection":[{"href":"https:\/\/wealthlogicllc.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wealthlogicllc.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wealthlogicllc.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wealthlogicllc.com\/wp-json\/wp\/v2\/comments?post=186"}],"version-history":[{"count":28,"href":"https:\/\/wealthlogicllc.com\/wp-json\/wp\/v2\/pages\/186\/revisions"}],"predecessor-version":[{"id":456,"href":"https:\/\/wealthlogicllc.com\/wp-json\/wp\/v2\/pages\/186\/revisions\/456"}],"wp:attachment":[{"href":"https:\/\/wealthlogicllc.com\/wp-json\/wp\/v2\/media?parent=186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}