Wcm Investment Management

Fee-Only (% of Portfolio)

WCM Investment Management is an independent registered investment advisor established in 1976 and headquartered in Laguna Beach, California. The firm specializes in providing global and U.S. growth equity investment strategies for separately managed accounts, mutual funds, private funds, exchange-traded funds, and collective investment trusts. WCM employs a bottom-up, fundamental research approach that focuses on companies with durable or improving competitive advantages, strong corporate cultures, and long-term growth potential. While WCM primarily serves institutional clients and pooled investment vehicles, it also manages separately managed accounts for individual investors who meet its account minimums. WCM does not provide financial planning or tax advice, focusing strictly on discretionary investment management.

Assets Under Management$97B
Clients6,735
Advisors7
Avg. per Client$14M
Avg. per Advisor$14B

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.

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Location

7 Advisors at this firm

Wcm Investment Management - Fees, AUM & Advisors | TrueAdvisor