Getting Started

Getting Started clients receive an initial consultation, either in person or by telephone, during which we help define your college savings goals and determine a course of action that has the best chance to achieve the desired results. We then help you open the appropriate 529 account and implement our suggested investment strategy. The fee for this program is $100 per hour.

Valu529 clients receive an initial consultation with WAM during which we review your existing college savings strategy and recommend any needed changes.

Clients receive 6- and 12-month reviews and advice on future contributions. Valu529 clients also have access to Greg Werlinich via phone or email. The fee for this program is $100 for the initial meeting then $25 per month, billed quarterly.

Do you need a greater level of assistance? Would you like to be relieved of the responsibility of managing your own college planning effort and wondering if you are doing everything possible to pay for your child's college education? If so, the Activ529 program is for you.

Active529 clients receive detailed quarterly statements showing all activity in the account as well as the monthly and cumulative performance of the funds. WAM calculates the cost basis of each fund in your account, so you know exactly how that fund is performing. For investors with considerable 529 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 $50 per month, billed quarterly.