Wilsey Asset Management (WAM) offers investment advisory services, managing client portfolios using primarily equities, ETFs, and bonds. WAM considers a client's risk profile and financial situation before making recommendations. WAM also provides hourly consulting services for specific financial areas and financial planning services through Certified Financial Planners. WAM manages investments for 401k retirement plans.
Assets Under Management$770M
Clients892
Advisors2
Avg. per Client$860K
Avg. per Advisor$380M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.2M | 1.10% |
| $1.3M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable for legacy clients and friends/family of the firm, potentially lowering the fee to between 0% and 1.45%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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