William Palmer Associates (WPA) offers investment management services and financial planning. WPA works with clients to determine their investment objectives and risk profile, then designs a written investment policy statement. WPA uses software to evaluate portfolio designs and helps clients transition their existing investments. Financial planning is offered at no additional cost to investment advisory clients. WPA typically creates portfolios of mutual funds and may use model portfolios constructed by a third party. WPA also provides advisory services for employee retirement benefit plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
All accounts for members of the clients’ family (husband, wife and dependent children) will be assessed fees based on the total balance of all accounts.