Wilson Financial Advisory Services manages investment portfolios and helps clients select third-party investment managers. Wilson Financial Advisory Services creates personalized plans based on each client's individual goals, time horizon, and risk tolerance, constructing an investment policy statement to guide portfolio selection. Wilson Financial Advisory Services focuses on fundamental analysis and long-term investing, limiting investment advice primarily to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, private equity funds, and private placements. Clients can also be directed to third-party managers such as Morningstar Managed Portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable. For Morningstar Managed Portfolios, the total fee is 1.60% (split 60% to Wilson Financial Advisory Services and 40% to the third party).