Assets Under Management
$221.4M
Number of Clients
130
Number of Advisors
5
Average Client AUM
$1.7M
AUM per Advisor
$44.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
WMS Advisors, LLC offers investment advice through consultations, portfolio monitoring and management, and financial planning. They tailor investment portfolios based on client needs and objectives, and provide financial plans addressing various areas of concern. Fees are based on assets under management or hourly charges.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Custom fee schedule for portfolios greater than $10 million.
6135 Park South Drive, Suite 510, Charlotte, NC, 28210