Wealth Management Cpas, LLC

Wealth Management CPAs, LLC is a registered investment adviser founded in 2010, offering asset management and financial planning services. The firm, led by Robert Beck, provides discretionary asset management services based on individual investment goals, risk tolerance, and objectives. Clients authorize WM CPAs to execute investment transactions, with the option to hire sub-advisors for asset management. Financial planning services include evaluating current and future financial states, tax planning, and risk management strategies. For asset management, fees are tiered based on total assets under management, ranging from 1.75% to 1.00%. WM CPAs may utilize sub-advisors, with fees inclusive of the total charged by WM CPAs. Clients can cancel within five business days without penalty. Financial planning services are billed at $150 per hour, with fees due upon plan delivery. Custodians may charge additional fees for transactions. WM CPAs does not have a minimum account requirement and provides tailored services based on client needs and objectives. The firm employs various security analysis methods and investment strategies, including fundamental and technical analysis. Clients have the option to impose restrictions on investments. Robert Beck, the firm's principal, has a CPA license and extensive experience in the financial industry. He is involved in other affiliated businesses related to insurance and tax services. The firm's code of ethics ensures the best interest of clients, and Beck oversees all supervision and compliance matters. Clients receive account statements quarterly from qualified custodians. Beck has no disciplinary history and receives compensation for insurance and tax services provided.