Wainwright Wealth Management provides financial planning and investment advice to individuals and trusts. Wainwright will meet with clients to discuss their risk tolerance and long-term goals. Based on this information, Wainwright will create a plan to invest in securities that fit the client's needs. Wainwright typically has the authority to make trades in the client's account, but clients can make suggestions and changes at any time.
Assets Under Management$20M
Clients25
Advisors1
Avg. per Client$790K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.62% |
| $5M+ | 0.50% |
Fees are non-negotiable for new clients (after January 1, 2015).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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