WWM Financial operates as a registered investment advisor offering personalized investment management, financial planning, and consulting services. WWM Financial crafts tailored portfolios using individual stocks, bonds, exchange-traded funds, options, and mutual funds, conducting regular quarterly reviews and rebalancing as needed. In addition to managing portfolios, WWM Financial provides comprehensive financial planning covering retirement, estate, tax, charitable, education, real estate, and insurance needs. WWM Financial also offers third-party money manager referrals and operates an insurance agency. WWM Financial serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is up to 1.50%. For accounts over $10,000,000 in aggregate, a flat annual fee may be arranged upon mutual agreement.