W Advisors provides investment advisory services including portfolio management and financial planning to individuals, families, and businesses. They work with clients to understand their financial situation and goals, then propose an investment approach. They may recommend exchange traded funds, mutual funds, individual stocks or bonds, or other securities. W Advisors also offers financial planning and consulting services covering areas like retirement, estate, and tax planning.
Fee Structure
W Advisors offers investment management through Comprehensive Portfolio Management and Separately Managed Accounts.
For Comprehensive Portfolio Management, the maximum annual fee is 1.25% of your portfolio. This fee is negotiable.
For Separately Managed Accounts, W Advisors charges 1.00% annually, and Schwab charges an additional 0.50% annually.