401(k) and 403(b) Services
Your 401(k) or 403(b) may be the most important investment vehicles that you have. Unfortunately, most people are left alone to manage this vital asset. The result? Fear, uncertainty, delayed retirement plans and cancelled dreams. Why not entrust your 401(k) or 403(b) to an expert; an investment specialist who will design and implement a strategy that offers you the best chance to meet your future objectives?
At WAM, we offer you three ways to get the financial advice that you need at prices you can afford. You choose the level of service that best fits your needs.
Getting Started
Getting Started clients receive an initial consultation, either in person or by telephone, during which we help define the goals for your 401(k) or 403(b) then determine a course of action that has the best chance to achieve the desired results. We then help you implement our recommended investment strategy. The fee for this program is $150 per hour.
ValuK clients will receive an initial investment
and asset allocation recommendation, 6- and 12-month portfolio
reviews, and rebalancing suggestions when market conditions
dictate a change. ValuK clients will also have
regular access to Greg Werlinich via phone or email. The
fee for this program is $100 for the initial meeting then
$50 per month, billed quarterly.
Would you prefer a greater level of assistance? Would
you like to be relieved of the burden of managing your
own retirement account and wondering if you are doing
everything necessary to ensure your financial future?
If so, the ActivK program is for you. Clients
enrolled in ActivK will have all aspects of their
retirement plans actively managed by WAM.
Clients will receive detailed quarterly statements showing all activity in the account as well as the monthly and cumulative performance of the funds. WAM will calculate the cost basis of each fund in your account, so you know exactly how that fund is performing. For investors with considerable 401(k) balances, or for any investor who wants this crucial asset to be professionally managed, this program is for you. The fee for this program is $100 for the initial meeting then $150 per month, billed quarterly.
