Wheeler & Mote, LLC manages investment portfolios on a discretionary basis, meaning they make investment decisions for you. They focus on limiting losses and achieving positive returns in different market conditions. They use research-based decision making, considering economic and market conditions, geopolitical policies, and unforeseen events. They strive to accommodate clients' needs with liquidity and offer opportunities that may limit overall portfolio losses and achieve positive returns in various market environments.
Assets Under Management$1.2M
Clients13
Advisors1
Avg. per Client$93K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for large accounts may be negotiated. If you have special operational or reporting requirements, or a small account, the fee may be larger; however, it will not exceed 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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