WCM Investment Management provides investment advice to separately managed accounts, mutual funds, private funds, exchange traded funds, collective investment trusts, and unit investment trusts. WCM's investment approach focuses on long-term growth, competitive advantages, and company culture. WCM also provides model portfolio recommendations for UMA programs.
Assets Under Management$75B
Clients6,438
Advisors9
Avg. per Client$12M
Avg. per Advisor$8.3B
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
WCM Investment Management charges a percentage of assets under management for separately managed accounts. The standard fee schedule is 1% of assets under management, but fees may vary depending on the investment strategy, account size, account type, and complexity of management. Fees and minimums are negotiable. Lower fees are charged for accounts managed through wrap-fee programs.
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