Woloshin Investment Management manages investment portfolios and provides personalized financial planning and consulting services for individuals, trusts, estates, foundations, and businesses. The firm builds tailored portfolios using stocks, bonds, mutual funds, and exchange-traded funds, primarily through four model strategies ranging from income-focused to growth-oriented. Woloshin Investment Management operates on a bundled pricing model where investment management and trading costs are combined into a single fee, and the firm also offers standalone financial planning covering cash flow forecasting, retirement planning, tax strategies, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.97% |
| $500K - $1.0M | 1.87% |
| $1.0M - $2.0M | 1.77% |
| $2.0M - $3.0M | 1.67% |
| $3.0M - $4.0M | 1.57% |
| $4.0M - $5.0M | 1.47% |
| $5M+ | 1.37% |
All fees are negotiable at the firm's discretion. There is a minimum quarterly fee of $25 per account.