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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

      Account Size

      Annual Fee

      $0 – $250,000

      1.00%

      $250,000 – $500,000

      0.90%

      $500,000 –  $1,000,000

      0.75%

      $1,000,000+

      Speak with Wela.

      The total fee will be will be based on an aggregate of all portfolios under management with advisor and any affiliate of advisor. Fees are calculated based on market value at the close of the last business day of each calendar quarter (i.e. March, June, September and December). Fees are due in arrears or at the end of each calendar quarter.

      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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