Wilkins Miller Wealth Management offers customized investment advisory services, including asset management and financial planning. For asset management, they determine an asset allocation based on your individual needs and provide ongoing management of your account. Financial planning services are offered to clients who also use their asset management services and involve analyzing your financial resources to help you manage them effectively. They do not generally offer standalone financial planning.
Assets Under Management$220M
Clients350
Advisors2
Avg. per Client$630K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. WM Wealth Management aggregates or households all of your managed accounts together to determine your quarterly fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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