WRK Investments provides investment management services to individuals, high net worth individuals, families, trusts, estates, and businesses. WRK customizes portfolios based on the client's objectives, time horizon, and risk tolerance. WRK primarily uses exchange-listed equity securities identified from its own research. WRK may also use American Depository Receipts (ADRs), exchange-traded funds, and low-cost Vanguard Index funds.
Fee Structure
WRK Investments charges a percentage of the value of your investments. For non-managed accounts, where WRK designs and oversees a portfolio but doesn't actively manage the funds, the fee ranges from 0.5% to 1.5% per year. The specific fee schedule will be determined prior to starting services. Fees are calculated based on the market value of your investments on the last day of each billing period.