First Wilshire provides investment management services, primarily investing in equity securities with a value investment philosophy. They offer standard investment management, custom portfolio management tailored to individual needs, and financial review services to help clients achieve their financial goals. First Wilshire manages assets for individuals, pension plans, charities, corporations, and other institutions.
Assets Under Management$370M
Clients281
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $30.0M | 1.50% |
| $30.0M - $50.0M | 1.25% |
| $50M+ | 1.25% |
Fees negotiable for accounts over $50 million. Custom accounts generally are assessed a different, lower amount. Fee arrangements for some existing long-tenured Clients differ from, and may be lower than, the above schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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