WMS Group LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. WMS Group LLC also offers participant account management for held away assets such as 401(k) accounts. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debit/credit planning.
Assets Under Management$130M
Clients252
Advisors2
Avg. per Client$500K
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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