Wealth Mobilizers
Designed for individuals and families that want to have an ongoing planning relationship
Preparing For What’s Next
Minimizing Cost of Debts
Opportunities for Disposable Income
Protecting You and Your Loved Ones
Funding the Right Buckets
Minimizing Tax Liability
Asset Transition
Planning Review (April 15th-June 30th)
Tax Planning Review (October 1st - December 15th)
Initial Planning Fee- $399*
Minimum Annual Fee- $399**
+$100-$250/month for business planning
Wealth Maximizers
Designed for individuals and families that have more complexities and want to maximize their personal and business planning
Preparing For What’s Next
Minimizing Cost of Debts
Opportunities for Disposable Income
Protecting You and Your Loved Ones
Funding the Right Buckets
Minimizing Tax Liability
Asset Transition
Planning Review (April 15th-June 30th)
Tax Planning Review (October 1st - December 15th)
Initial Planning Fee- $599*
Minimum Annual Fee- $599**
+$100-$250/month for business planning
Investment Advisory Fee
| Portfolio Value | Management Fees |
|---|---|
| 0-1 million | 1.0% |
| 1-2 million | 0.8% |
| 2-5 million | 0.6% |
*Bespoke structures will be evaluated on a case-by-case basis
**Minimum annual fee is calculated on a yearly basis and can be offset by the assets that WM Wealth Planning manages. For example, if you were a Wealth Maximizer with $40,000 in investments managed at WM Wealth Planning our investment fee/planning fee (per year) would be $400. With Wealth Maximizers having a fee minimum of $599/year, you would be charged the difference ($199 for the year ~$16.5/month).