Wfa Asset Management CORP
Assets Under Management
$439.3M
Number of Clients
471
Number of Advisors
4
Avg. Portfolio per Client
$933K
Avg. Managed per Advisor
$109.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
WFA Asset Management offers investment advice and financial planning to individuals, families, and businesses. WFA can manage your investments with or without your direct approval for each trade. WFA also offers financial planning and consulting services, and tax preparation services for a separate fee. WFA may recommend other professionals like attorneys or insurance agents, but you are not required to use them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
There are two different fee schedules depending on whether your initial portfolio is under or above $500,000. The schedule above is for initial portfolios under $500,000. For initial portfolios above $500,000, the first tier is 1.00% on $0 to $999,999.
Fee Estimator
Areas of Practice
Location
633 E. Henry Clay Street, Whitefish Bay, WI, 53217