WS Wealth Management offers financial planning, consulting, and investment management services. Financial planning covers business planning, investments, insurance, retirement, education, estate planning, and tax and cash flow needs. Investment management is implemented based on the client's objectives, risk tolerance, and other concerns. WS Wealth Management primarily allocates client assets among exchange traded funds, mutual funds, individual equity and fixed income securities, and alternative investments.
Assets Under Management$91M
Clients71
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
There is a $7,500 minimum fee that may be waived. WS Wealth Management may also charge an additional fee of up to 0.25% for using an option overlay strategy.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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