Wilson Wealth offers investment management through model and custom stock and ETF portfolios. They also provide financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Wilson Wealth uses RightCapital.com for financial planning and refers clients to Wealth.com for estate planning.
Assets Under Management$50M
Clients488
Advisors5
Avg. per Client$100K
Avg. per Advisor$10M
Fee Structure
Wilson Wealth charges up to 2.00% of your portfolio for investment management. For accounts managed through Pontera (held-away accounts), the fee is up to 1.50%. The exact fee you pay may be negotiable. The firm notes that their investment management fee is higher than normal due to their investment strategy.
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