Wiara Investment Management (WIM) offers investment management services where they make investment decisions for you. WIM meets with clients to understand their financial situation, goals, and risk tolerance to create a portfolio strategy. They review investment selections with clients regularly. WIM also discusses cash flow, insurance, taxes, retirement, and estate planning with clients, but refers them to other professionals for specialized advice. WIM does not charge extra for this financial planning.
Assets Under Management$2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Subject to a minimum annual fee of $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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