Walstad Investment Counsel (WIC) provides investment management services, primarily managing equity and balanced portfolios for both taxable and non-taxable accounts. WIC invests in equity securities, municipal securities, U.S. government securities, certificates of deposit, corporate debt securities, commercial paper, and mutual fund shares. Portfolios are tailored to client needs and risk preferences, with asset allocation between equities, fixed income, and cash reserves.
Assets Under Management$75M
Clients21
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees may be negotiable under certain circumstances, such as a substantially larger than average account, a family group of accounts, or a portfolio with a large concentration in one security.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...