Wealth Management Consultants L.L.C. (WMC) offers a range of financial planning and investment advisory services to individuals. These services include estate planning, income tax planning, cash planning, debt management, investment management, and personal insurance planning. WMC manages investments primarily using no-load mutual funds or exchange traded funds (ETFs). They assess client risk profiles, recommend asset allocations, and provide quarterly performance reports. WMC only offers discretionary asset management, but clients can limit the types of investments.
Assets Under Management$99M
Clients19
Advisors1
Avg. per Client$5.2M
Avg. per Advisor$99M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable depending on individual client circumstances. Family members may receive services at no charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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