WMS Advisors manages investment portfolios and offers financial planning services, including retirement planning, tax strategies, and estate planning. WMS tailors its services to each client's individual needs, considering their financial situation, risk tolerance, and goals. WMS offers three service levels based on assets under management.
Assets Under Management$280M
Clients131
Advisors5
Avg. per Client$2.1M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000. For commission-free insurance, clients will be billed a maximum of 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...