Wilkinson Global Asset Management (WGAM) offers investment advice on a discretionary and non-discretionary basis, focusing on global equity and bond markets. WGAM aims for portfolio growth through long-term capital appreciation, managing client portfolios based on their specific needs and investment objectives. WGAM does not participate in wrap fee programs.
Assets Under Management$2.1B
Clients597
AdvisorsN/A
Avg. per Client$3.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The basic fee schedule is 1.00% per annum for Global Equity, Balanced, and Bespoke Portfolios, and 0.75% for our Global Franchise Equity Strategy, however, WGAM has discretion to negotiate or waive fees on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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