Weybosset Research & Management (WRM) offers investment advice and manages investment portfolios for clients. WRM works with clients to define their financial goals, considering their income needs, time horizon, and risk tolerance. WRM manages portfolios that may include stocks, bonds, exchange traded funds and other investments. WRM also provides investment models to other investment advisors.
Assets Under Management$340M
Clients224
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts above $5,000,000. Qualified clients may request a performance fee arrangement. Fixed fees are charged at an annual rate between $500 and $10,000 depending on account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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