Family WMS, LLC offers investment advice tailored to individual needs, including discretionary portfolio management. They may use sub-advisers to manage portions of client accounts. Financial planning services are included with portfolio management at no extra charge. They advise on various investments, including stocks, ETFs, and municipal securities. Family WMS acts as a fiduciary, prioritizing client interests.
Assets Under Management$570M
Clients61
Advisors3
Avg. per Client$9.4M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.83% |
| $4.0M - $9.0M | 0.70% |
| $9.0M - $16.0M | 0.60% |
| $16.0M - $26.0M | 0.50% |
| $26M+ | 0.50% |
Fees are negotiable for accounts over $26,000,000. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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