Wyatt Financial L.L.C. offers personalized portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Founded in 2008 and led by Jim K. Wyatt, the firm manages investments on a discretionary basis, meaning Wyatt Financial makes trades on your behalf based on your personal goals and risk tolerance. Portfolios are typically built using individual stocks, exchange-traded funds, and mutual funds. Wyatt Financial also has an affiliate, Wyatt Family Office, which provides separate tax and planning services.
Assets Under Management$42M
Clients54
Advisors1
Avg. per Client$790K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.95% |
Fees and account minimums are negotiable for accounts of $1,000,000 and above. Certain family members and personal acquaintances may receive discounted rates.
Fee Estimator
Your Portfolio Value
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