WPM Wealth Advisors provides portfolio management services under a wrap fee program. Financial planning services are offered at no additional fee, covering areas like investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. WPM acts as the sole portfolio manager for the wrap fee program, creating an Investment Policy Statement for each client.
Fee Structure
WPM Wealth Advisors offers portfolio management services under a wrap fee program. The annual fee ranges from 0.00% to 3.00% of your portfolio, and the fees are negotiable. The fee covers transaction costs. Fees are paid in advance on a quarterly basis, calculated using the value of your portfolio on the last business day of the prior billing period. If you terminate the agreement, you'll receive a prorated refund of any unearned fees.