Wexford Wealth Advisors offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and retirement plans. Wexford creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. They also provide financial planning services covering retirement, education, insurance, and other areas. Wexford acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$50M
Clients92
Advisors1
Avg. per Client$550K
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...