W Wealth Advisors is a fee-only investment management firm offering investment advice and portfolio management services. They work with individuals, corporations, trusts, estates, and retirement plans. Their approach involves understanding client goals and risk tolerance to create customized investment strategies. They continuously monitor portfolios and encourage client involvement.
Assets Under Management$18M
Clients101
Advisors1
Avg. per Client$180K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Advisory fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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