WMW Management provides investment advice on equity securities. They manage assets on a discretionary basis, but clients can restrict investments. They also offer a Portfolio Monitoring Program for investors who don't need active management. This program monitors accounts for performance and allocation, but WMW Management doesn't execute trades. Clients are responsible for implementing recommendations. WMW Management does not offer wrap programs.
Fee Structure
WMW Management charges 2% of your portfolio annually for actively managed accounts, billed quarterly at 0.5%. These fees are deducted from your account each quarter. You can choose to have your account held with the broker/dealer of your choice. If you end the advisory contract early, you may receive a refund or owe additional fees.
For the Portfolio Monitoring Program, the fee is 1.0% annually, billed quarterly at 0.25%. There is a $1,000 minimum annual fee, or $250 per quarter.