Wealth Management Advisors, LLC offers financial planning and investment management services to individuals, corporations, entrepreneurs, trusts, and small businesses. Services include creating financial plans, monitoring investments, and providing advice on specific financial issues. The firm's investment approach focuses on diversification and long-term investments, considering economic and political factors.
Assets Under Management$85M
Clients26
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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