Wanda Kilman Pittman provides investment management on a discretionary basis, managing portfolios for individuals, trusts, small businesses, and retirement accounts. They use risk assessment questionnaires to determine suitable investments. The firm also offers financial planning services, including retirement, tax, estate, insurance, divorce, and college planning. They customize portfolios to each client’s risk tolerance and goals.
Assets Under Management$31M
Clients103
Advisors1
Avg. per Client$300K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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