WWM Financial provides asset management, financial planning, and referrals to third-party money managers. For asset management, WWM creates tailored portfolios of stocks, bonds, exchange traded funds, and other investments, rebalancing them quarterly. Financial planning covers investment, retirement, estate, tax, education, and insurance planning. WWM also refers clients to third-party money managers, performing due diligence and reviewing their performance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For accounts in the aggregate of more than $10,000,000, a flat annual fee can be arranged on a case-by-case basis. Flat fees are negotiable and billed quarterly in advance. Adjustments will not be made for withdrawals and will not exceed the equivalent of an annualized 1.50% of account balances.