Trace Thurlby is a registered investment advisor at Wcm Investment Management, based in Overland Park, KS, with 10 years of industry experience. Trace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6,438 clients with $75B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCM Investment Management charges a percentage of assets under management for separately managed accounts. The standard fee schedule is 1% of assets under management, but fees may vary depending on the investment strategy, account size, account type, and complexity of management. Fees and minimums are negotiable. Lower fees are charged for accounts managed through wrap-fee programs.
Location
Overland Park, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Trace works full-time as a Portfolio Specialist at WCM Investment Management and is a Registered Representative of IMST Distributors, LLC. He also serves as a board member for The Global Orphan Project, dedicating minimal time each month to this non-profit orphan care ministry.
Employment History
Current Registrations
Wcm Investment Management
Imst Distributors, LLC
Imst Distributors, LLCBroker
Previous Registrations
Praetorian Guard, a Division of Centurion Alliance, INC.
Templeton/franklin Investment Services,inc.Broker
State Registrations53 states
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