The WealthTenders is a fully virtual fee-only investment advisory firm.
***WealthTenders - Financial Planning + Investment Management (1% Per Year Of Account Size)
Outside of investment or retirement account preferences, we truly focus our planning strategies mostly on tax efficiencies, cash flow, real estate holdings, net worth, estate planning & your personal objectives. For investment & ret
irement accounts, we charge a flat annual percentage fee of your account balance that we manage through either Fidelity or Schwab as the custodian. This fee structure includes all account management & your financial plan, which is built out through a deliverable that's reviewed at our quarterly appointments together.
***TaxTenders - Tax Planning + Filing ($1200/yr)
Because taxes align directly with financial planning, investing, & wealth in general, we also offer tax planning + annual filing through The TaxTenders, an affiliated entity of the WealthTenders. This service offering is designed as a subscription model that's all inclusive with a proactive, not reactive, approach to tax management featuring short, mid & long term planning strategies.
Investment advisory clients are not obligated to utilize this tax service as an add on & vice versa. Tax planning + filing includes single, married, joint, trust, and/or any business returns. Fees for investment advisory services are separate from fees for tax services. Additional tax complexities will most likely result in a higher subscription model fee paid to your tax advisor. The starting package for TaxTenders is $100/mo ($1200/yr) for each entity that requires filing.
Investment advisory services offered through The WealthTenders, a Member of Advisory Services Network, LLC. Advisory Services Network, LLC and The TaxTenders are not affiliated.
***MortgageTenders - Mortgage Lending (1% Closing Cost Fee)
As a compliment to clients financial planning & tax preparation, we also have the ability to offer independent mortgage lending & coaching including first time home buyers, rentals, investment properties, land, refinances, & more. These programs we work with are FHA loans, Fannie, Freddie, & the VA on the conforming side as well as BRRRR, & Hard Money on the non conforming side.
Investment advisory clients are not obligated to utilize our mortgage brokering services. Fees for investment advisory services & tax services are separate from fees for mortgage brokering. The fee for our mortgage lending is 1% of the mortgage value being lent and is included in the closing costs, which can be paid out of pocket or wrapped into the mortgage.
Investment advisory services offered through The WealthTenders, a Member of Advisory Services Network, LLC. Independent mortgage broker services offered through The MortgageTenders. Advisory Services Network, LLC, The TaxTenders and The MortgageTenders are not affiliated.
