Wickford Wealth Management offers investment advice to individuals and high net worth individuals. As a fiduciary, Wickford Wealth Management is legally required to act in your best interest. Wickford Wealth Management provides customized investment solutions through personal contact and interaction, offering discretionary investment management and consulting services. Wickford Wealth Management also offers financial planning services, either as part of investment management or through a separate agreement, covering areas like retirement, savings, and education.
Assets Under Management$71M
Clients69
Advisors1
Avg. per Client$1M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Certain legacy clients may be billed under a different fee schedule. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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