Wealth Management Consultants (WMC) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. WMC creates an Investment Policy Statement for each client. WMC requests authority to make trades without asking first. WMC seeks to provide investment decisions made in accordance with acting in your best interest.
Assets Under Management$74M
Clients38
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees are negotiable for amounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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