Wealth Management Solutions (WMS) offers investment advice and financial planning. WMS provides a platform for its investment advisor representatives to provide services to their clients. Investment advice focuses on building diverse portfolios of mutual funds, ETFs, and individual stocks and bonds. Some representatives are licensed to offer insurance products and receive commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
This is the fee schedule for discretionary accounts. Non-discretionary accounts have a slightly lower fee schedule: $0 to $500,000: 1.25%, $500,001 to $1,000,000: 1.15%, $1,000,001 or higher: 1.0%. Fees are negotiable and accounts within a household may be grouped together to achieve a lower fee. In certain circumstances, fees may exceed those listed in this schedule, however, they may not exceed 2.0% annually.