Wabash Capital manages investment portfolios using stocks, bonds, exchange traded funds (ETFs), and mutual funds. They use a long-term approach, focusing on fundamental research and constructing risk-based portfolios. They work with clients to develop an investment policy statement outlining investment objectives, time horizon, and risk profile. Wabash Capital does not offer financial planning or tax planning services, but considers both when making investment decisions.
Assets Under Management$160M
Clients490
Advisors3
Avg. per Client$320K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.25% |
Fees may be negotiable depending upon individual circumstances. Discounts are available for non-profit organizations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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