WP Advisors provides personalized investment management and financial analysis services to individuals, high net worth clients, trusts, estates, and business entities. Founded in 1999 and registered with the SEC since 2004, the firm creates customized investment portfolios based on each client's specific goals, risk tolerance, and time horizon. WP Advisors evaluates various financial aspects, including net worth, income taxes, cash flow, budgeting, retirement planning, employee benefit plans, and estate planning. Portfolios are managed on either a discretionary or non-discretionary basis using a fundamental analysis approach. The firm primarily advises on domestic and foreign equities, corporate debt, municipal and U.S. government securities, mutual funds, exchange-traded funds, and options.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimum account sizes are negotiable on a client-by-client basis.