W1M Wealth Management, based in the United Kingdom, offers wealth advice and manages investments for various clients, including individuals, families, corporations, and trusts, with a focus on those connected to the United States. W1M provides tailored and standard investment options, managing portfolios based on risk tolerance. They gather client financial information to create a suitable investment strategy, documented in an Investment Policy Statement. W1M monitors portfolios regularly and meets with clients to review their accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $6.3M | 1.00% |
| $6.3M - $19.1M | 0.90% |
| $19.1M - $31.8M | 0.80% |
| $31.8M+ | 0.70% |
These charges apply only to clients who have signed the updated Terms and conditions from July 2025. For certain clients, a custody fee of 0.03% per annum is charged. A charge of 0.1% will be applied to the value of any foreign exchange which takes place to settle a transaction. Fees may vary due to client circumstances or negotiation.