Assets Under Management
$243.2M
Number of Clients
436
Number of Advisors
4
Average Client AUM
$558K
AUM per Advisor
$60.8M
Compensation
Fee-Only (AUM)
WCM is a registered investment adviser managing private accounts for various client types and serving as general partner for pooled investment vehicles (Funds). They offer discretionary investment management tailored to client objectives and restrictions, primarily using a bottom-up investment analysis approach.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Household accounts may be aggregated for fee discounts.
10602 Timberwood Circle, Suite 13, Louisville, KY, 40223-5367