Wimmer Associates offers investment advice and manages portfolios for individuals, trusts, family groups, and other entities. They help clients structure portfolios based on their goals, risk tolerance, time horizon, and other needs. Wimmer Associates primarily manages portfolios on a discretionary basis, investing in individual stocks, bonds, exchange-traded funds, and mutual funds. They do not invest in alternative investments, real property, or insurance products.
Fee Structure
Wimmer Associates' fees are negotiable and can be a percentage of your portfolio, a flat fee, or a combination of both. The fee structure depends on factors like portfolio value, cost basis, meeting frequency, and account type. Wimmer Associates may also accept one-time projects related to investment services, billed at $480 per hour, but these projects do not include ongoing monitoring or advice.