Wakefield Asset Management helps clients build, manage, and protect their wealth through investment and wealth management services. They offer both discretionary and non-discretionary investment advisory services. Wakefield works with clients to determine their objectives, risk tolerance, and liquidity needs to develop a personalized investment plan. They also provide advice on legacy positions and may recommend other professionals for non-investment related matters.
Assets Under Management$370M
Clients192
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.85% |
| $50M+ | 0.85% |
Schedule shown is for Small Cap Equity Strategy. Large Cap Equity Strategy fees are: - Up to $10M: 0.75% - $10M to $25M: 0.60% - $25M to $50M: 0.55% - Over $50M: Negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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