Wilson Investment Advisory Services offers personalized investment planning and portfolio management. Investment planning involves analyzing a client's financial situation and objectives to develop a suitable strategy. Portfolio management can be discretionary or non-discretionary, tailored to the client's risk tolerance and investment goals. Wilson Investment Advisory may use model portfolios and monitors performance, rebalancing as needed.
Assets Under Management$58M
Clients64
Advisors1
Avg. per Client$900K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable and will be clearly disclosed in the Investment Advisory Agreement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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