WMW Management offers investment management and portfolio monitoring services tailored to individual needs. Founded in 1986 and led by Christopher M. Watkins, the firm primarily helps individuals, trusts, estates, and business entities manage their stock and security investments. WMW Management provides active investment management using a proprietary model, as well as a portfolio monitoring program that oversees client accounts without executing trades. The firm focuses on equity securities and attempts to capitalize on major market cycles while holding positions for at least a year.
Assets Under Management$27M
Clients30
Advisors1
Avg. per Client$920K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Applies to the active Asset Management Program. The Portfolio Monitoring Program is charged at 1.0% annually with a $1,000 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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