Wallick Investments is an independent registered investment advisor based in Columbia, South Carolina, specializing in discretionary investment management. The firm tailors portfolios to each client's specific goals, time horizons, and risk tolerances using a proprietary, factor-based quantitative strategy. Wallick Investments' investment strategies comply with United States Conference of Catholic Bishops investment guidelines and screen out companies that conflict with biblical values using Inspire's Social Impact Score. In addition to direct portfolio management, Wallick Investments offers non-discretionary investment advisory services and owns the Fidelis Multi-Factor Index, which is licensed to external providers. Wallick Investments primarily serves individuals, trusts, endowments, and foundations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Rates vary based on risk tolerance and asset allocation, with higher equity weightings carrying higher maximum fees. Fees are negotiable.