Wealth Management Services provides financial planning and investment management. Advice covers financial objectives, problems, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. WMS is a fee-only firm and does not sell commissioned products or accept commissions or finder's fees. Clients make the final investment decisions, and WMS does not act as a custodian of client assets.
Assets Under Management$14M
Clients36
Advisors2
Avg. per Client$390K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on assets above $1,000,000. Minimum annual fee of $1,500 is also negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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