Wilkinson Capital Management (WCM) offers investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. WCM creates customized investment strategies using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks or bonds. WCM also provides financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs. WCM may recommend independent money managers to clients.
Fee Structure
Wilkinson Capital Management's investment management fees range from 0.50% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall client relationship. Fees are paid quarterly in advance. The fee may be negotiable. If WCM recommends an independent manager, the client's overall fees will include WCM's fee plus the independent manager's fees.