Wissahickon Wealth Management (WWM) focuses on helping clients navigate major life transitions through financial planning and investment management. WWM gathers client information to develop a personalized plan. WWM prefers to manage assets on a discretionary basis, making investment decisions without needing specific client approval for each trade. WWM also offers a wrap fee program where transaction costs are included in the management fee.
Assets Under Management$56M
Clients108
Advisors3
Avg. per Client$520K
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable and may be higher or lower than this range, based on the nature of the account. At no time will the total management fees exceed 3%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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