W. A. Wimberly & Associates provides financial planning through The Discovery Process, which includes reviewing finances, insurance analysis, retirement planning, estate planning, and business planning. They also offer investment management services, including asset allocation and portfolio monitoring. Clients can choose either service or both. W. A. Wimberly & Associates does not have discretionary authority, meaning clients must approve all transactions.
Assets Under Management$32M
Clients30
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$32M
Fee Structure
W. A. Wimberly & Associates charges a percentage of your portfolio annually for investment management services, ranging from 0.5% to 1.5%. The fee is based on the value of your investments at the end of the previous quarter and is charged quarterly, in advance. This fee is negotiable.
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