Willis Financial Services offers financial planning and investment management services. Financial planning includes determining investment objectives, developing investment guidelines, and creating an asset allocation strategy. Investment management services are provided on a discretionary basis and include financial goal setting, risk assessment, and the selection and management of securities. Willis Financial Services primarily uses mutual funds and exchange-traded funds.
Assets Under Management$96M
Clients99
Advisors1
Avg. per Client$970K
Avg. per Advisor$96M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5 million. Lower fees may be negotiated with clients who have a preexisting relationship with the principal.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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