Wilson Investment Services offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. Wilson Investment Services primarily recommends ETFs that invest in U.S. stocks, along with some ETFs with foreign stocks.
Assets Under Management$14M
Clients28
Advisors1
Avg. per Client$510K
Avg. per Advisor$14M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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