Wallace Advisors offers investment supervisory services to individuals, families, and trusts. Wallace Advisors provides advice and management of various investments, including stocks, bonds, mutual funds, and exchange-traded funds. Wallace Advisors focuses on growth and stability with reduced investment risks, based on client objectives. Wallace Advisors does not receive commissions and is compensated solely by client fees.
Assets Under Management$4.9M
Clients17
AdvisorsN/A
Avg. per Client$290K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Maximum annual fees are 1% and are charged monthly or quarterly, at the client's direction. Fees are based on account type and service required. As an example, aggressive growth @ 1%; growth and income .95-.05; income @ .50-.40%. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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