Wealth Science Advisors LLC

Wealth Science Advisors LLC, established in 2022, offers discretionary investment advisory services to individuals and families. Clients must enter into an Investment Advisory Agreement with WSA, outlining terms, services, and fees. WSA uses the Wealth Science Assessment to design personalized investment plans based on clients' financial circumstances and goals. The firm primarily utilizes mutual funds and ETFs in client portfolios, with a focus on diversification and modern portfolio theory. Fees are generally negotiable for clients with assets over $30,000,000, with a flat 1.50% fee for assets under management. Financial planning services range from $125 to $1,200 hourly or $1,500 to $1,000,000 fixed fee. WSA may charge additional fees for services like retirement plan asset management through Pontera. Clients have discretion to decline financial planning services and may impose restrictions on WSA's investment management authority. WSA does not serve as an attorney, accountant, or insurance agent. The firm does not vote client proxies and does not engage in directed brokerage. Clients receive quarterly account statements from the custodian. WSA's Chief Compliance Officer, Dr. Jim Exley, is available to address any client inquiries or concerns. The firm has no disciplinary events to report and maintains policies to prevent misuse of material non-public information.