Wakely Investment Management offers continuous advice to clients regarding the investment of their funds, based on their individual needs and financial goals. Wakely Investment Management creates and manages portfolios using individual stocks, bonds, mutual funds, and ETFs. They manage accounts on a discretionary or non-discretionary basis, as agreed upon with the client.
Assets Under Management$83M
Clients57
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The current annual fee for any size portfolio ranges from 0.00% to 1.00% of assets under Wakely Investment Management’s management. In certain circumstances, fees, account minimums, and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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