Wilson Financial Advisory Services offers ongoing portfolio management based on individual client goals, objectives, time horizon, and risk tolerance. Wilson Financial Advisory Services creates an Investment Policy Statement for each client and may direct clients to third-party investment advisors. Wilson Financial Advisory Services generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, private equity funds, treasury inflation protected/inflation linked bonds and private placements.
Assets Under Management$12M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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