WRS Financial Services offers customized investment advice and discretionary portfolio management. WRS meets with clients to determine their investment objectives and risk tolerance, then develops a strategy to make investments on their behalf. WRS monitors portfolio performance and rebalances as needed. WRS requires clients to grant discretionary authority to manage their accounts.
Assets Under Management$26M
Clients56
Advisors7
Avg. per Client$470K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Advisory fee is negotiable depending on individual client circumstances. WRS may combine account values of family members living in the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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