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    • Fees,
      Compliance & More

      FEES, COMPLIANCE & MORE

      Wela is a fee-only firm. Our compensation comes from fees paid by our clients for our investment management services. Wela receives no commissions or fee sharing from investment product providers or other sources. This arrangement ensures that Wela is focused on only one thing: its clients’ best interests.

      Annual Fees Charged for Investment and Asset Management Services

      ANNUALIZED FEES

      Schwab Marketplace

      Begins at 50 bps

      Fidelity SMA

      Begins at 50 bps

      TD Ameritrade SMA

      Begins at 50 bps

      Placemark

      50 bps

      Envestnet

      25 – 50 bps

      Fees for hiring Wela as an investment solution for clients depends very much upon the platform the strategies are offered through.

      COMPLIANCE
      Potential clients should review the following compliance documents that we are required to provide all clients as part of our service.

      To schedule a meeting with a Wela advisor, call our office at 678-608-0420 or email us at info@welastrategies.com. Please complete the Information Sheet from the link below for your appointment.

      INFORMATION SHEET
      PRIVACY POLICY
      WELA DISCLOSURE BROCHURE

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