FINANCIAL PLANNING

Managed Accounts

Are you looking for more hands-on investment guidance from a financial planner?

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Consider a managed account.

A financial planner will provide regular monitoring of your financial plan and rebalancing of your investment portfolio. Your personalized financial plan will be based on your financial situation, investment objectives, and willingness/ability to take risk. The planner will contact you periodically to validate your planning needs and recommend adjustments to your investment portfolio.

Benefits Include:

  • Show gap analysisLet's talk
  • Optimize cash flow
  • Manage investment portfolio
  • Provide retirement options
  • Save for education
Service Levels
*after 5 years of participation in Managed Accounts
Level One
Level Two
IRA/403(b) asset balance$50,000-$249,000

$250,000+
Online Access to a wealth management and financial planning platformXX
A consolidated view of financial picture by linking accounts such as bank and investment accounts and credit cardsXX
Access to a financial advisor who can view the information and present solutions/plansXX
Retirement Income Projection or Portfolio Analysis each yearXX
Retirement Income AnalysisX*
X
Annual reviewX

Cost of service — You will pay an administrative fee of 0.1625% of your ending quarterly account balance, which works out to the equivalent of 0.65% of your average annual account balance, based on the market value on the last day of the quarter. Fee is in addition to the Member Benefits program annual administrative fee.

All advisory services are offered through WEA Financial Advisors, Inc., a registered investment advisor. Advisor will develop a financial plan that will recommend an asset allocation and specific funds offered in the WEA TSA Trust 403(b) and WEA Member Benefits IRA programs and generally will not include recommendations to invest in individual securities or bonds, CDs, options, derivatives, annuities, closed-end funds, unit investment trusts, partnerships, or other securities not offered through WEA Member Benefits. These advisory services are provided for a fee. The results of recommendations developed by WEA Financial Advisors, Inc., cannot be guaranteed. There is no guarantee of future performance of an investment portfolio and there is not a guaranteed rate of return.