Wilson Capital offers investment and financial planning services, managing portfolios on a discretionary basis. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and mutual funds. Financial planning services include portfolio customization based on client objectives and tailored investment advice. Services are tailored to individual client needs.
Assets Under Management$37M
Clients56
Advisors1
Avg. per Client$660K
Avg. per Advisor$37M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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