Private Wealth Advice Subscription Services
Subscription fee will be waived for household wealth management accounts of $1 million plus
– One-on-one working relationship with a dedicated Wealth Advisor
– Advice on investments outside WealthBuilder Investing, including 401k, employer benefits and real estate
– Comprehensive personalized guidance on life events: retirement, large purchases, college, estate planning, tax strategies and insurance planning
* Case complexity is determined by a combination of meetings per year, number of goals and net worth structure.
** Typical number of meetings per year.