WP Advisors offers investment management services, starting with understanding a client's financial goals and risk tolerance. They create customized portfolios and financial plans, allocating assets among various investments. Accounts are managed on a discretionary or non-discretionary basis. WP also provides advice on retirement assets, including 401(k) rollover accounts and IRAs. They primarily advise on domestic and foreign equity securities, corporate debt, and mutual funds.
Assets Under Management$510M
Clients397
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be modified on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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