Assets Under Management

$221.4M

Number of Clients

130

Number of Advisors

5

Average Client AUM

$1.7M

AUM per Advisor

$44.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

WMS Advisors, LLC offers investment advice through consultations, portfolio monitoring and management, and financial planning. They tailor investment portfolios based on client needs and objectives, and provide financial plans addressing various areas of concern. Fees are based on assets under management or hourly charges.

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.80%
$5M+0.70%

Custom fee schedule for portfolios greater than $10 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location

6135 Park South Drive, Suite 510, Charlotte, NC, 28210

5 Advisors at this firm

Wms Advisors, Llc | TrueAdvisor