WFM Asia manages investments for private investment companies (funds). They provide investment advice and manage investment portfolios according to the objectives and guidelines stated in each fund's documents. WFM Asia does not tailor its services to individual investor needs and does not offer separately managed accounts.
Assets Under Management$3.2B
Clients2
AdvisorsN/A
Avg. per Client$1.6B
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
WFM Asia manages investments for private investment funds and charges a management fee of up to 1% per year of the fund's net asset value. This fee is calculated daily and paid monthly. The firm may also receive performance-based fees. These fees and other fund details are described in each fund's private placement memorandum.
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Location
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