IWM Advisors, LLC helps individuals and families build personalized investment portfolios primarily by selecting and monitoring third-party money managers, private equity funds, and hedge funds. The firm does not manage money directly or make trades without client approval. In addition to portfolio oversight, IWM Advisors offers comprehensive financial planning covering areas such as retirement, taxes, insurance, debt, and college savings. The firm works primarily with high-net-worth individuals, businesses, pension plans, and charitable organizations. Peter Farnum Culver serves as the principal owner and managing member.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees range from 0.20% to 0.50% based on the scope of the engagement. This is charged on top of any fees paid to third-party money managers.