Wilkison Investment Services offers investment management and financial planning to individuals. Wilkison Investment Services helps clients determine financial objectives, identify financial problems, manage cash flow, review insurance, plan for education funding, and plan for retirement. Wilkison Investment Services is a fee-only firm and does not sell commissioned products.
Assets Under Management$21M
Clients44
Advisors2
Avg. per Client$480K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K+ | 1.00% |
All fees are subject to negotiation. For clients with less than $50,000 in total assets managed, the quarterly fee is $75, which is $300 annually. This equates to 1.5% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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