WMS Financial Services provides investment management services, determining investment goals, risk tolerance, and time horizons to create tailored strategies. WMS Financial Services uses UX Wealth Partners LLC's platform for asset management. WMS Financial Services also holds seminars and workshops to educate the public on different types of investments.
Assets Under Management$5.4M
Clients36
Advisors1
Avg. per Client$150K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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