WI Partners manages investments for a private fund, aiming for high returns not tied to the stock market. They also provide trade files to an institutional client and research data to a third-party company for a fixed annual fee. WI Partners may manage additional investment vehicles in the future.
Assets Under Management$17M
Clients1
Advisors2
Avg. per Client$17M
Avg. per Advisor$8.7M
Fee Structure
Investment management only (planning not offered)
WI Partners manages a private fund and receives management fees and performance-based allocations from the fund. The firm also receives a fixed annual fee for providing data to a third-party company, with the possibility of a discretionary bonus. WI Partners may waive or reduce fees at its discretion.
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