Wiregrass Asset Management provides investment advisory services, including wealth management and financial planning, to individuals, high net worth individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. Wiregrass offers customized investment solutions and financial planning services tailored to client goals and objectives. They may recommend unaffiliated investment managers and platforms.
Fee Structure
Wiregrass Asset Management charges a single, combined fee for investment management and financial planning services, ranging from 0.50% to 1.50% annually, based on the value of your portfolio. The fee is paid quarterly, in advance. The specific fee depends on the complexity of services, the amount of assets managed, and the overall relationship with Wiregrass. Fees may be negotiable.