Wallick Investments specializes in managing investments for individuals, trusts, and other entities. They tailor their investment advice to your goals, time horizon, and comfort level with risk. Wallick Investments uses quantitative analysis for selecting investments, considering factors like valuation, momentum, growth, and profitability. They also manage the Fidelis Multi-Factor Index, which is replicated by Inspire in an ETF.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees may be negotiable. Clients who joined Wallick Investments before August 2022 received a discount to offset licensing fee Wallick Investments receives associated with Inspire’s EFT FDLS. The fees listed are for aggressive portfolios. Moderately Aggressive, Growth, Moderate, Balanced, Conservative, Very Conservative, Defensive, and 401K Plans have lower fees.