Western Reserve Capital Management (WRCM) offers investment management and financial planning services to individuals, high net-worth individuals, charitable organizations, and corporations. WRCM develops personalized investment plans based on client goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. WRCM is a fee-only firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $12.0M | 0.50% |
| $12M+ | 0.40% |
Asset under management fees will be charged quarterly for fee-based annuities managed by WRCM under the same advisory fee schedule. These fees are negotiable. For legacy Clients who have previously worked with representatives of the firm, fees may be higher than the fees outlined above; all fees will be disclosed and agreed upon in the Advisory Contract.
