Wealth Design Services Inc.
Wealth Design Services Inc. (CRD# 128133) is a financial advisory firm headquartered in Rochester, NY. They manage $127,621,450 in 349 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management128MILLION
Total Number of Accounts349ACCOUNTS
Average Account Value$365,678
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops