INVESTMENTS
● Wealth-Source Advisory
Traditional Investment
Management
We learn about your values, clarify your short to long-term goals, then build a diversified mix of stocks and bonds aligned to those principles.
Values-Aligned
Annual Rebalancing
Low-Cost Funds
Tax-Efficient
Our Process
How We Work Together
We start by listening and understanding how you envision yourself reaching your desired goals.
Together, we bring awareness of your personal approach to financial decision-making.
Then, we build a portfolio that works with your current situation and your desired lifestyle, implementing behavioral components that will help to keep you on track.
What to Expect
What to Expect From this Relationship
We build a portfolio aligned to your values.
Buy low-cost, diversified funds to maximize your returns.
Create tax-efficient cash flow during retirement.
Use your investments to support causes close to your heart.
Withdraw your funds efficiently to preserve your assets and leave a legacy for your loved ones.
Our investment management includes annual review, periodic rebalancing, and education surrounding risk and return principles.
Someone to keep you accountable to your financial commitments and keep your emotions in check during the inevitable swings of market cycles.
Transparent Pricing
Annual Advisory Fees
Assets Under Management
Annual Fee
First $300K (individuals) / $420K (couples)
1.50%
Up to $1,000,000
1.00%
$1,000,001 – $1,500,000
0.95%
$1,500,001 – $2,000,000
0.90%
$2,000,001 – $4,000,000
0.85%
$4,000,001 – $6,000,000
0.75%
$4,000,001 – $6,000,000
0.60%
Individual Minimum
$100,000
Couple Minimum
$175,000
Ready to Start the Conversation?
Your financial future begins with a single, honest
conversation about your goals.
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INFORMATION
OUR LOCATION
San Francisco Bay Area
Email: Rosario@Wealth-SourceFinancial.com
© Wealth-Source Financial, LLC