Well Lived Wealth offers a variety of planning strategies, divorce financial planning, investment advice and wealth management.
The goal of Well Lived Wealth financial advisors is to help our clients gain financial confidence. Our knowledgeable professionals have extensive experience to provide clients with insight on the market, the most appropriate options to protect you and your family, along with wealth building strategies.
Planning at Well Lived Wealth is not a one size fits all experience. We tailor each plan to the individual and their unique circumstances. When meeting with a Well Lived Wealth financial advisor, you will be given homework to learn more about you so each meeting is productive and focused on your goals.
The pricing structure below is for an annual engagement billed monthly. Our goal of this structure is providing advice and collaboration through ongoing communication.
Initial Consultation with a Well Lived Wealth Advisor – Complimentary
There is a one time $250 fee for Divorce Planning Introductory Meetings
Divorce Financial Planning (prior to divorce) - $3,000* for the following 2 meetings during divorce proceedings. *Subject to complexity
Divorce Financial Planning (after divorce) – Client can return for a monthly engagement after divorce is finalized, please see graph to tabulate pricing
| NET WORTH (not including home) | ||||||
|---|---|---|---|---|---|---|
| Income | $200,000 | $400,000 | $600,000 | $800,000 | $1,000,000 | $2,000,000 |
| $100,000 | $900 | $950 | $1,000 | $1,500 | $2,000 | $3,000 |
| $200,000 | $950 | $1,500 | $2,500 | $3,000 | $3,500 | $4,000 |
| $300,000 | $1,000 | $2,000 | $3,000 | $4,000 | $4,500 | $5,000 |
| $500,000 | $1,200 | $2,500 | $3,500 | $4,500 | $5,000 | $6,000 |
| $750,000 | $1,500 | $3,000 | $4,500 | $5,000 | $6,000 | $7,000 |
| $1,000,000 | $1,800 | $3,500 | $5,000 | $6,000 | $7,000 | $8,500 |
You may choose:
Ongoing Financial Planning: An ongoing relationship with us to keep you accountable towards your goals and course correct along the way. Up to 3 meetings over a 3-month time period. To continue after 3 months, a new scope of engagement would be entered.
Just the Map (One-Time Financial Plan): For those who are not looking for ongoing accountability, we offer a one-time comprehensive financial plan. Up to 3 meetings for 3 months.
Financial advisors at Well Lived Wealth shop the world of stable insurance and annuity companies. These companies have their own charging structure which will be communicated when this type of investment or product is recommended.
| Well Lived Wealth Assets Under Advisement Investment Charge | |||
| Total Assets | to | Pricing | |
| $10,000 | $1,000,000 | 1.5% | |
| $1,000,001 | & Up | 1.0% | |
*The purchase of insurance products (life, annuities, etc.) would be subject to additional costs, including commissions.
Equitable Advisors, LLC offers products and services of Linsco/Private Ledger (LPL), a broker/dealer and registered investment advisor. Equitable Advisors, LLC, member FINRA/SIPC (Equitable Financial Advisors in MI & TN), serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. Equitable Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL investment advisory programs offered through Equitable Advisors' Financial Professionals. Equitable Advisors and its Financial Professionals are unaffiliated with LPL Financial. Additional investment advisory programs are offered through third-party program sponsors who are unaffiliated with Equitable Advisors and LPL Financial. PPG-164359 (5/22) (Exp. 5/24)