Wade Management LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Wade Management creates an Investment Policy Statement for each client to aid in the selection of a portfolio that matches each client’s specific situation. Wade Management limits its money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, and government securities.
Assets Under Management$18M
Clients49
Advisors1
Avg. per Client$370K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.84% |
| $1M+ | 0.75% |
Fees are negotiable during the annual review period from January through March.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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