Williams & Schiller Wealth Management (WS Wealth Management) offers financial planning and investment management services to individuals, families, and businesses. WS Wealth Management's services include wealth advisory, investment management, financial consulting, and employee benefit plan services. WS Wealth Management aims to provide excellent financial advice in a cost-effective manner.
Assets Under Management$120M
Clients90
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
This is the standard Wealth Advisory Services fee schedule. Ascend clients are charged a flat 0.75% annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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