Assets Under Management
$4.3M
Number of Clients
8
Number of Advisors
1
Average Client AUM
$532K
AUM per Advisor
$4.3M
Compensation
Fee-Only (AUM)
WPAM, founded in 2000, offers personalized investment supervisory and discretionary advisory services exclusively to individually managed accounts. They conduct an in-depth discovery process to determine investment goals, risk tolerance, and financial circumstances. Portfolios are designed to align with client objectives and updated as needed.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
DE, United States