Wainwright Investment Counsel offers both non-discretionary (Advisory Consulting) and discretionary (Discretionary Management) investment advice to individuals, high net worth individuals, family offices, and institutions. Wainwright creates customized investment policy statements and provides ongoing monitoring of investment performance. Wainwright's services include asset allocation, manager selection, and portfolio construction. They may recommend various investment vehicles, including hedge funds, private equity funds, and mutual funds.
Assets Under Management$5.5B
Clients207
Advisors12
Avg. per Client$27M
Avg. per Advisor$460M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
The annualized asset-based fee schedule for Discretionary Management Services clients generally ranges from 0.5% to 1.5% of account assets. Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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