Ward Capital Management offers investment advice, securities, and ERISA 3(21) fiduciary services. For asset management clients, Ward Capital uses a stock model portfolio and purchases individual corporate and municipal bonds, tailoring each portfolio to the client's needs. Financial planning is provided as an added value at no additional charge. For retirement plan clients, Ward Capital provides ERISA Section 3(21) fiduciary services, offering recommendations and advice to plan sponsors. Educational and enrollment services are also provided to plan participants.
Assets Under Management$20M
Clients41
Advisors1
Avg. per Client$480K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees may be negotiable based on the client's circumstances and prior relationships. For nondiscretionary asset management clients, the fee is 1.50% per trade.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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