Our Fees
Wealthview Capital's wealth management fee is based on a client's assets under our discretion and includes planning and portfolio management services. Our annual fee is 1% on the first $1 million under management and 0.50% on assets above $1 million. 401(k) and 403(b) accounts are billed under a separate fee schedule.
Unlike other firms we do not charge a separate hourly or project fee for the planning component of our services. We believe the advisory fee schedule listed above is adequate and since we are proponents of low-cost investing we strive to keep your total costs as low as reasonably possible.
There are additional costs associated with managing portfolios. Those costs include transaction fees charged by your custodian and fees charged by the various funds we purchase. We do not believe these additional costs to be significant for most clients.