Wealth Management Corporation provides investment management services, primarily constructing and managing no-load mutual fund portfolios for clients. They work with clients to determine appropriate risk levels and implement strategies through limited trading authorization over client brokerage accounts. The firm uses a five-step process to help clients achieve their investment goals, including risk identification, research and analysis, implementation, monitoring, and reporting.
Assets Under Management$210M
Clients1,325
Advisors3
Avg. per Client$160K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 0.80% |
| $500K+ | 0.50% |
The firm also manages an income portfolio for a flat fee of 0.5% annually. Fees are negotiable under limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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