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

Learn More

 

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

Learn More

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).