WMC Capital Management manages investment portfolios based on clients' individual needs and goals. WMC also offers financial planning services, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. WMC primarily uses passive investment management, building portfolios with index mutual funds or exchange-traded funds.
Assets Under Management$16M
Clients340
Advisors2
Avg. per Client$48K
Avg. per Advisor$8.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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