Wilson Advisors, LLC

Fixed/Hourly

Wilson Advisors provides financial counseling services, focusing primarily on senior corporate executives and other high net worth individuals. Services include advice on financial, tax, and legal matters, asset allocation, and investment selection. Wilson Advisors does not manage client assets and it is the client's responsibility to implement any decisions made.

Assets Under ManagementN/A
Clients40
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

One-Time Plan:$5,000 - $30,000
Hourly Rate:$300 - $600/hr
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Location

1 Advisors at this firm

Wilson Advisors, LLC | TrueAdvisor