Wallace Capital Management (WCM) offers investment management services, including discussing investment objectives, buying and selling securities, and reviewing portfolios. WCM manages cash, stocks, and bonds, tailoring services to individual client needs. WCM also manages the Wallace Capital Management Fund and the Avalon Wallace Investment Fund. The firm is employee-owned and independent.
Assets Under Management$1.4B
Clients479
Advisors3
Avg. per Client$2.8M
Avg. per Advisor$450M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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