Wealth Management
The Wolverton Wealth Management Account
is designed to help you pursue your long-term investment goals by providing access to the expertise of independent investment counsel not normally offered to the average investor. Unlike a mutual fund, your Wolverton Wealth Management Account is managed separately on a segregated basis; you can see the individual stocks and bonds in your portfolio at all times. With the help of clear monthly investment comments and detailed quarterly reports, you can monitor your overall portfolio and track the individual investments within it. The Wolverton Wealth Management Account is available to you at an all-inclusive fee, debited quarterly from your account, based simply on a percentage of the average assets in the account.
