Alyssa Kaiser is a registered investment advisor at Wto Advisors, LLC, based in Edmond, OK, with 9 years of industry experience. Alyssa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 69 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $8.0M | 0.80% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees are negotiable. In certain instances, WTO may charge an annual flat fee if the account value does not meet the account minimum. Flat fees can range from $750-$2500.
Fee Estimator
Location
2952 Via Esperanza, Edmond, OK, 73013
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Wto Advisors, LLC
Previous Registrations
Retirement Investment Advisors INC
Retirement Investment Advisors INC
State Registrations2 states
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