WPWealth offers investment advice and manages portfolios for individuals, partnerships, trusts, estates, corporations, charities, and retirement plans. They allocate assets among various investments like stocks, bonds, mutual funds, and ETFs to diversify and meet client goals. WPWealth manages assets on both a discretionary and non-discretionary basis. They also provide financial planning services, evaluating a client's current and future financial state to forecast cash flows and asset values.
Assets Under Management$1B
Clients507
Advisors13
Avg. per Client$2M
Avg. per Advisor$79M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are not to exceed 2.5%. There is a $100 per year administration fee per account. The minimum management fee is $5,000 per year for discretionary managed accounts. Fees and account size minimums are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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