IWM Advisors offers portfolio management services by selecting third-party money managers for clients based on their individual goals and risk tolerance. IWM also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. IWM does not manage client investments directly and does not have discretionary authority over any client's accounts.
Assets Under ManagementN/A
Clients19
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
IWM Advisors does not directly manage investments. Instead, they help you select a third-party money manager to manage your portfolio. IWM charges a fee on top of what you pay the third-party manager, ranging from 0.20% to 0.50% of the value of your portfolio, depending on the scope of the engagement.
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