Assets Under Management
$3.9B
Number of Clients
517
Number of Advisors
3
Average Client AUM
$7.5M
AUM per Advisor
$1.3B
Compensation
Fee-Only (AUM)Fixed/Hourly
WCM offers investment advisory, sub-advisory, and consulting services to various clients. They manage assets based on specific investment strategies tailored to client objectives and risk tolerance. Services include portfolio models, sub-advisory, UMA programs, private placements, and specialty services like ERM integration and tax modeling.
10201 N Illinois Street, Suite 450, Carmel, IN, 46290