Low Cost Portfolio Management. No Surprises.
A lot of advisors talk about the importance of costs. Some of them even promote index funds. However, very few actually combine the power of low cost investing with low cost portfolio management.
At Wealth Engineers, low costs are embedded in everything we do. From portfolio construction and cost-sensitive implementation, to our portfolio management service that costs less than half the industry average.
Consider the impact on your wealth of many of our competitors who charge a 1% asset management fee:
Assumes 6% annual returns over a 30 year time horizon. Does not include investment costs, such as fund expenses and trading commissions. Source: Wealth Engineers, LLC
The fee charged by a typical financial advisor can reduce the future growth of your portfolio by up to 40%.
Sadly, that means you’ll need to save more, work longer, or reduce your future lifestyle.
Since our clients’ success is our only objective, we’ve made low costs a top priority in our service model and we’ve eliminated the fees and commissions charged by most other advisors.
By combining our evidence-based portfolio construction and management process with advanced software technology, we are able to deliver institutional-class service at far lower costs. This provides our clients’ portfolios with more freedom to compound and grow.
This means the opportunity for higher returns to our clients and greater confidence in achieving their unique goals.
Wealth Engineers Investment Management Fee Schedule
|Value of Portfolio||Annual Rate|
|First $3 million||0.50%|
|Amounts > $3 million||No additional fee|
Wealth Engineers requires a minimum annual fee of $3,600 and a minimum account size of $400,000. However, we help clients with amounts below this through our financial planning service.
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