WWM Advisory Inc. provides investment advice, including portfolio management, monitoring of investments, and financial planning. However, these services are only offered to clients who also use Wolman Wealth Management Inc. for personal and business management services. WWM Advisory Inc. may recommend third-party money managers but does not have the authority to hire or fire them.
Assets Under Management$230M
Clients106
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
WWM Advisory Inc. provides investment advice and portfolio management at no additional charge to clients of Wolman Wealth Management Inc., which charges a monthly fee for unrelated business management services.
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