Wisco Investment Management (WIM) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. WIM creates an Investment Policy Statement for each client to guide investment decisions. WIM primarily uses mutual funds, equities, bonds, fixed income, debt securities, alternative investments and ETFs. Clients can place restrictions on investments, but WIM may terminate the relationship if those restrictions hinder their ability to manage the account.
Assets Under Management$92M
Clients450
Advisors2
Avg. per Client$210K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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