Wealth Management Advisors (WMA) offers investment advisory services by selecting and monitoring third-party money managers. WMA helps clients develop an asset allocation strategy based on their goals and risk tolerance. WMA also offers financial planning services, providing clients with a written report to help them achieve their financial goals. WMA also offers fixed income portfolio management.
Assets Under Management$19M
Clients29
Advisors1
Avg. per Client$670K
Avg. per Advisor$19M
Fee Structure
WMA offers investment management through third-party money managers and the SEI Managed Accounts Program.
For the SEI program, WMA charges between 0.25% and 1.00% of the account value annually, depending on the size and complexity of the account. SIMC also charges separate fees.
WMA also manages fixed income portfolios for around 0.30% annually.
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