Our services fall into three general categories including planning, management and consultation. Each is centered on a single guiding objective: to help people live a better and more fulfilled life.
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WCF’s annual fee is calculated on a sliding scale that starts at 1.25% of the client’s managed assets. Most clients pay between 0.5% to 1% to cover all WCF services with the flexibility to fit the situation. Our focus is on working with clients who are a good match.