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Our Fee Structure

Wealth Development Council, LLC (WDC) is a fee-based investment management firm and financial planning practice. Our fees are relevant to the service(s) provided.

Choose to retain WDC as your advisor in all, or any combination of, the following areas:

Investment Management

WDC provides:

  • Ongoing, direct management of your investment portfolio pursuant to an agreed-upon Investment Policy Statement or Model Portfolio,
  • Proactive execution of Investment Strategy,
  • Performance monitoring

Billing: Fee Schedule as a percentage of assets managed

Financial Planning

WDC:

  • Works with you to review your current planning, life position, and goals,
  • Works in collaboration with your other professional Advisors (e.g. CPA, attorney, insurance agent) as needed,
  • Schedules time to discuss planning options available to you and / or your other Advisors, and
  • Provides a written summary as follow up

Financial Planning is billed as a flat fee based on the scope of the work we agree to perform for you.

Billing: Retainer or Per Project Basis

Intergenerational Planning

WDC:

  • Works with you and your family to review current planning and goals
  • Works in collaboration with your other professional Advisors as needed
  • Schedules time to discuss planning options
  • Provides a written summary as follow up

Billing: Retainer, Per Project Basis, and/or percentage of assets managed

Risk Management

WDC:

  • Works with you to identify areas of risk which could be obstacles to realizing your goals or significantly impair your financial well-being,
  • Develops and proposes cost-effective courses of action to transfer risk to the deeper pockets of an insurance company,
  • Provides follow through to assure correct delivery, placement, and integration with your overall planning

Billing: Retainer and/or payment from insurance company


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