Wilson Financial Advisors offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, creating written plans covering investments, retirement, insurance, education, and asset allocation. You are responsible for deciding whether to implement their recommendations. Workshops are offered free of charge.
Assets Under Management$8.6M
Clients152
Advisors2
Avg. per Client$57K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The asset management fee is negotiable at the sole discretion of the advisor based on the complexity of the client’s situation, the possibility of additional account deposits, the history and relationship of the client to Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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