Weatherly Asset Management (WAM) offers investment management and financial planning services. WAM manages investments and provides advice on financial objectives, cash flow, education funding, retirement planning, and estate planning. WAM is a fee-only firm and does not sell commissioned products. WAM manages client portfolios with a team approach.
Assets Under Management$1.7B
Clients381
Advisors11
Avg. per Client$4.4M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.88% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fee schedule is for equity securities held for permanent investment. For fixed income securities, the fee schedule is: 0.50% of the first $10 million; 0.30% of the next $40 million; 0.20% of the next $50 million; and 0.15% of the next $100 million. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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