Woloshin Investment Management (WIM) offers investment management and financial planning services. WIM manages investments on a discretionary basis, meaning they make trades without asking you first, but may also manage on a non-discretionary basis. WIM also provides financial planning services, including cash flow forecasting, trust and estate planning, investment consulting, insurance planning, retirement planning, risk management, charitable giving, distribution planning, and tax planning. WIM's investment advice is tailored to each client's individual needs.
Assets Under Management$170M
Clients432
Advisors3
Avg. per Client$380K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.97% |
| $500K - $1.0M | 1.87% |
| $1.0M - $2.0M | 1.77% |
| $2.0M - $3.0M | 1.67% |
| $3.0M - $4.0M | 1.57% |
| $4.0M - $5.0M | 1.47% |
| $5M+ | 1.37% |
All fees are negotiable at WIM's sole discretion. WIM Managed Assets Program execution, custodial, and clearing fee is included in Total Annual Advisory Fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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