WP Asset Management (WPAM) offers ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. WPAM creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. WPAM may choose third-party investment advisors to manage client assets.
Assets Under Management$120M
Clients233
Advisors2
Avg. per Client$490K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.50% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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