Willis Investment Counsel (WIC) is an independent investment advisory firm that manages investment portfolios for individuals and institutions. WIC helps clients define their investment goals, develop investment policies, and construct portfolios of stocks, bonds, and other securities. WIC also offers family office services, including consolidated reporting, monitoring non-discretionary assets, and coordination with other advisors.
Assets Under Management$4B
Clients235
Advisors6
Avg. per Client$17M
Avg. per Advisor$660M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable for portfolios over $10 million. Minimum account size is generally $2 million for stock portfolios or a combination of stocks and bonds.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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