Wms Partners, LLC

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Assets Under Management

$9.3M

Number of Clients

Number of Advisors

Average Client AUM

$2.3M

AUM per Advisor

$4.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

WMS Partners, LLC provides investment advisory services to four private funds affiliated with WMS. WMS no longer offers investment advisory services to individual clients. WMS is reimbursed organizational expenses for the time its employees spend working on matters for the Affiliated Private Funds.

Fee Structure

Financial Planning:Investment management only

Areas of Practice

Investment Management

Location

1 W. Pennsylvania Avenue, Suite 800, Towson, MD, 21204

2 Advisors at this firm

CFA