Wealth Management Advisors (WMA) offers financial planning and investment management services. WMA manages investments directly or refers clients to third-party money managers. Financial planning services are offered for an hourly or fixed fee. WMA also holds educational seminars. The firm's owner is also a licensed insurance agent.
Assets Under Management$4.1M
Clients73
Advisors1
Avg. per Client$56K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.75% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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