Jonathon Detter is a CFA-designated registered investment advisor at Wcm Investment Management, based in Laguna Beach, CA, with 8 years of industry experience. Jonathon 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
281 Brooks Street, Laguna Beach, CA, 92651-2974
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wcm Investment Management
State Registrations1 state
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