Wick Capital Partners (WCP) offers personalized asset management and financial planning services. WCP gathers information about clients' goals and circumstances to create a financial plan, which may include investment portfolio, estate planning, tax planning, retirement planning, cash flow analysis, and insurance review. WCP manages investments on a discretionary basis, making changes to securities without specific client approval, though clients can make deposits or withdrawals at any time. WCP also offers retirement plan investment advisory and management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable and may be higher or lower than this range, based on the nature of the account. Factors affecting fee percentages include the size of the account, complexity of asset structures, and other factors.