W Advisors manages investment portfolios and provides personalized financial planning and consulting for individuals, families, trusts, and businesses. Services include comprehensive portfolio management, retirement planning, estate planning, tax planning, and participation in third-party manager programs through Charles Schwab. The firm utilizes various analytical methods and investment strategies, including long-term and short-term purchases, trading, and margin loans when appropriate. W Advisors acts as a registered investment advisor dedicated to understanding client goals while remaining sensitive to risk tolerance and time horizons.
Assets Under Management$240M
Clients95
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...