Wyatt Financial L.L.C. offers portfolio management services, providing continuous advice on investing client funds based on individual needs. They manage accounts on a discretionary basis, meaning the client delegates daily management to Wyatt Financial. Wyatt Financial typically invests in individual equities, mutual funds, and exchange-traded funds.
Assets Under Management$39M
Clients56
Advisors1
Avg. per Client$700K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.95% |
| $1M+ | 0.95% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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