Investment management is about more than money... it's a pathway to abundance.
That’s why Wildflower Financial prioritizes clients’ individual goals to implement sound, evidence-based investment policies that align with each client’s unique goals.
Wildflower Financial constructs investment portfolios that align with each client’s unique goals, values, risk tolerance and time horizon.
Fees for investment management, portfolio monitoring and rebalancing, and ongoing investment advice are included in the comprehensive planning fee. The minimum fee is $8,400 per year and is based upon the overall complexity of each client’s unique situation.
Investment Management Services
Portfolio Review
In-depth risk tolerance assessment
Evidence Based Portfolio design
Diversified portfolio construction
Ongoing monitoring and rebalancing
