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Trace Thurlby

Wcm Investment Management
11 Years of Experience
Overland Park, KS
Broker
View SEC Summary
View SEC Summary

Trace Thurlby is a registered investment advisor at Wcm Investment Management, based in Overland Park, KS, with 11 years of industry experience. Trace is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 6,735 clients with $97B in assets under management.

Wcm Investment Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
6,735 clients
Average Client Portfolio
$14.4M average
Assets Under Management
$96.8B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard fee is 1% of assets under management. Fees and minimums are negotiable based on account size, strategy, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Overland Park, KS

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Trace works full-time as a Portfolio Specialist at WCM Investment Management and is a Registered Representative of IMST Distributors, LLC. He also serves as a board member for The Global Orphan Project, dedicating minimal time each month to this non-profit orphan care ministry.

Employment History
Current Registrations
Wcm Investment Management
March 2024 - Present · 2 yrs 7 mos
Imst Distributors, LLCBroker
January 2024 - Present · 2 yrs 9 mos
Imst Distributors, LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Praetorian Guard, a Division of Centurion Alliance, INC.
April 2001 - October 2008 · 7 yrs 6 mos
Templeton/franklin Investment Services,inc.Broker
December 1998 - March 2000 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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