W&S Brokerage Services (W&SBS) offers the W&S Wealth Solutions program, an asset allocation program with 25 different models. These models invest in a mix of affiliated and unaffiliated mutual funds and exchange-traded funds. W&SBS will recommend a model based on your risk tolerance, time horizon, and investment goals. W&SBS has discretionary authority over your account, meaning they can make investment decisions without your prior approval. Your financial advisor receives a portion of the fees you pay.
Assets Under Management$180M
Clients655
Advisors98
Avg. per Client$270K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
Minimum quarterly fee applies: $500 for Total Return, Income Oriented, Socially Conscious and Tax Aware accounts; $250 for EnFocus™ accounts; $75 for Companion EnFocus™ accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
98 Advisors at this firm
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