At Quesnel Wealth Management, our mission is to provide an extraordinary experience for our clients by building life-long relationships on a foundation of trust, service, and mutual respect. Simply put, we strive to do the right thing for our clients at all times.
We are a team of advisors and consultants committed to helping you meet your financial goals. We value your needs first and foremost, which aides in establishing long-lasting connections with our clients. Our advisory model is based on three core processes: comprehensive income and retirement planning, portfolio construction and ongoing oversight, and providing exceptional service with every interaction. We will listen to what is important to you and deliver a sound investment plan to help you achieve your financial goals. We believe an investment plan is a living and breathing document and is never finished. We evaluate and adjust the plan as changes occur in markets, tax laws, and as changes inevitably occur in your life.
> Read more about our associates here
We believe the most effective way to earn a client’s trust is to be completely transparent on all fees and costs. In a fee-based, advisory relationship we are compensated based on an agreed upon percentage while avoiding commissions and transaction costs. Acting as your fiduciary, we have an obligation to act in your best interest – and no one else’s. Since no one investment program is appropriate for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce appropriate investment programs to you.
Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar quarter to maintain these types of accounts.
Advisory accounts are not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.