IWMS LLC provides investment advice and asset management services, including discretionary direct asset management. They also offer hourly financial planning services covering investments, taxes, insurance, retirement, and estate planning. Investment strategies are tailored to individual client goals and risk tolerance. Clients engage other professionals like lawyers and accountants directly.
Assets Under Management$22M
Clients5
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Accounts within the same household may be combined for a reduced fee. The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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