Wilson Wealth Management (WWM) offers investment advice and financial planning to individuals. WWM helps clients with investment objectives, asset allocation, and written investment strategies. WWM also provides financial planning consulting services including risk assessment, investment planning, estate planning, and financial organization. WWM's advice is tailored to meet clients’ needs and investment objectives.
Assets Under Management$66M
Clients78
Advisors1
Avg. per Client$850K
Avg. per Advisor$66M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $750K | 1.50% |
| $750K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be discounted at WWM's discretion. If clients utilize the services of a third-party advisor or outsourced agent, those fees may be included in the grid above and paid by WWM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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