Wealth Management Solutions (WMS) is a financial services firm offering investment advice and financial planning on a fee-only basis. WMS provides comprehensive financial planning, hourly planning services, and investment management. WMS manages investment accounts in a discretionary capacity, using mutual funds and exchange-traded funds. WMS also consults on 401(k) plans.
Assets Under Management$160M
Clients104
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$160M
www.employeefiduciary.com/advisor-directory ·www.feeonlynetwork.com/financial-advisor/david-... ·nextdoor.com/pages/wealth-management-solutions-...
Fee Structure
WMS charges a percentage of your portfolio each year, ranging from 0.00% to 1.2%. The exact fee is negotiable. Fees are taken directly from your account each quarter. WMS also offers investment advice as part of comprehensive financial planning.
Loading...