W&S Management Services provides supervisory management of client investment portfolios and financial advice. They create customized investment plans for individual investors, maintaining a legal duty to act in their clients' best interests. W&S primarily invests in publicly traded equities, bonds, ETFs, and mutual funds, tailoring portfolios to each client's goals, risk tolerance, and cash flow needs. Clients can also impose restrictions on investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. W&S Management Services, Inc uses performance-based fees for a single household accounting for less than 1% of its assets under management. This is a legacy account opened in 2003, and at the current time W&S is not accepting any new accounts with performance-based fees, nor do we intend to do so in the future.