Wealthcare Pricing
Fee Schedule
No commissions, sales charges, or 12b-1 fees. Just one transparent fee that covers our entire relationship.
Fee Schedule
Our Pricing
As fee-only, fiduciary advisors, we are only paid by you, the client. Therefore, we work side by side to ensure your success and manage our relationship in your best interest only. We do not accept incentives or kickbacks to use certain investments within your portfolio.
While some advisors charge separate fees for investment management and then layer additional fees for financial planning, we charge only one fee that encompasses our entire arrangement. Financial planning, ongoing advice, and investment management are all provided under one cost.
Disclosure
Cost & Performance
In the spirit of full disclosure, you will have nominal expense ratios charged by the individual investments used in the portfolio we build. However, we are extremely cost-sensitive and do our best to choose investments that meet strict screening guidelines relating to both cost and performance.
Because our investment strategies incorporate a passive philosophy, the expense-ratio costs in our portfolios are significantly reduced.
Financial Planning
Asset Management
Income Planning
Estate & Legacy Planning
“Ayad is very smart, very knowledgable and is a pleasure to work with. He asks astute questions and gives close attention to the client's individual situation and needs when developing strategies and recommendations. His clear explanations ensure that the client is comfortable with the decisions that they reach together.”
Your Questions, Answered
Frequently Asked Questions
Yes. We are obligated to act in your best interest always.