Wilhelm Financial Services (WFS) offers investment advisory services as part of wealth management. WFS provides portfolio management, financial planning, and asset tracking services. WFS creates asset allocations and helps clients choose mutual funds and other publicly traded securities. WFS tailors its advice to each client’s individual needs.
Assets Under Management$150M
Clients9
Advisors1
Avg. per Client$17M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5.0M - $6.0M | 0.35% |
| $6.0M - $7.0M | 0.30% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Investment management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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