Walsvick Wealth Management (WWM) provides ongoing portfolio management based on individual client goals and risk tolerance. WWM creates an Investment Policy Statement for each client to help select a suitable portfolio. WWM also offers financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. Financial planning is included for clients with assets under management.
Assets Under Management$4.4M
Clients16
Advisors1
Avg. per Client$280K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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