Wynn Capital Management (WCM) is a registered investment advisor specializing in financial planning and wealth management. WCM offers retirement planning, investment advice, insurance reviews, estate planning, and tax planning. WCM manages investments using globally diversified, low-cost mutual funds and ETFs, and may use options strategies. WCM customizes its services to individual client needs.
Assets Under Management$89M
Clients92
Advisors2
Avg. per Client$970K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for amounts over $10,000,000. Using previous tier's fee percentage for the negotiable tier.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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