W&S Advisory Services provides non-discretionary investment advice through its UGMA Wrap Fee Program, where clients choose from five model portfolios. They also offer financial planning services covering retirement, investments, education funding, and insurance. Clients receive a written financial plan and annual updates. Implementation of the plan is at the client's discretion.
Assets Under Management$0
ClientsN/A
Advisors10
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
W&S Advisory Services offers investment management for child investment accounts (UGMA accounts) through Fabric. Clients pay a flat monthly fee: $3 per month for one account or $5 per month for multiple accounts. This fee covers brokerage, custodial fees, and other transaction costs. The accounts are invested in model portfolios using ETFs.
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