Investment Advisory

Wealth Management Coach Investment strategies are based on Preservation and Investment (for income or growth) styles. Our strategies also include broad asset class diversification and asset allocation. Ideal investments include passively managed mutual funds that provide low transaction cost and expenses. These Investments strategies are expense and tax driven. We recommend passive (buy and hold) strategies that are often used to minimize transaction costs , instead of active strategies such as market timing are an attempt to maximize returns.

Wealth Management Coach, LLC and its Investment Advisors provides Investments Advisory services on a fee-only basis and or hourly basis.

Fee Schedule :

a. If total assets under management are greater than $50,000 then, fees will be a ¼% of total assets under management per quarter (1.00% per year).

b. If total assets under management are less than $50,000 then, the client is charged a minimum flat fee of $125.00 per quarter ($500.00 per year).

c. Clients may also have a choice to be charged an hourly fee of $150.00 (per hour) for these services.