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  • 601.981.4040
  • About Us
    • What We Do
    • Why We're Different
    • Services
    • Are We A Good Fit For You?
    • Our Team
    • Who We Help
    • Institutional Investor Services
    • Fees
  • Current Clients
  • Blog
  • News
  • Career Opportunities
  • Contact Us
  • 601.981.4040

Transparent Costs

Wealthview Capital's clients' total costs for comprehensive wealth management services are significantly below industry average.
Please contact us for a complimentary cost evaluation.

...

Keeping Fees Transparent

We charge an annual advisory fee based on the amount of assets under our discretionary portfolio management. You receive all of our services for this one flat fee. We believe this method of compensation most closely aligns our interests with those of our clients. Our fees are charged quarterly, in arrears.

Keeping Costs Low

There are additional costs associated with managing portfolios. These costs include expenses charged by funds we purchase and trading fees charged by your custodian. Since we focus on lower cost funds and have negotiated discounts with certain custodians, these additional costs are not significant.

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Jackson
Highland Village
4500 I-55 North, Suite 263
Jackson, MS 39211-5800 

(601) 981-4040
(866) 981-4040 
Toll Free
(601) 981-4195 Fax

 

New Orleans
One Canal Place
365 Canal Street, Suite 1190

New Orleans, Louisiana 70130-6508

(504) 910-5400

 

 

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