WMS Advisors, LLC provides personalized investment management and financial planning services to individuals, families, businesses, and trusts. Founded in 2006, WMS Advisors offers both discretionary management (where the firm makes trades on your behalf) and non-discretionary management (where you approve trades first). Their comprehensive services cover retirement projections, cash flow analysis, tax planning strategies, insurance reviews, college savings, and estate planning assistance. WMS Advisors tailors investment portfolios to each client's specific risk tolerance, time horizon, and goals, using a core strategy that incorporates asset class funds, exchange-traded funds, individual stocks, bonds, and index mutual funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Rates shown are for discretionary management. Non-discretionary management has a separate schedule ranging from 1.75% down to 0.80%. Fees for accounts over $10M are negotiable.