Ward & Associates offers wealth management and investment advisory services to individuals, families, and their related business entities, trusts, estates, charitable foundations, and pension and profit sharing plans. Ward helps clients design and implement customized wealth management strategies. Services include investment management, retirement planning, estate planning, real estate, insurance, trusts, and alternative investments. Investment management is primarily rendered through portfolios invested in mutual funds and the selection of private money managers.
Assets Under Management$190M
Clients55
Advisors2
Avg. per Client$3.5M
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees for accounts greater than $20,000,000 are negotiable. Fees for accounts below $20,000,000 may also be negotiable at Ward & Associates discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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