McClelland Wesley Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. They generally limit their investment advice to mutual funds, equities, fixed income securities, ETFs, real estate funds, non-U.S. securities, and insurance products including annuities.
Assets Under Management$15M
Clients64
Advisors1
Avg. per Client$240K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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