Wassaw Sound Management (WSM) offers investment advice tailored to clients’ needs, including asset allocation strategies using various investment products. WSM provides discretionary investment management services through managed account programs. WSM also offers financial planning consulting services, including risk assessment, investment planning, and estate planning. WSM works with high net worth individuals, generally requiring a minimum account size of $5,000,000, but has the discretion to waive the minimum.
Assets Under Management$110M
Clients14
Advisors1
Avg. per Client$8M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $75.0M | 0.35% |
| $75.0M - $100.0M | 0.25% |
| $100.0M - $250.0M | 0.15% |
| $250M+ | 0.10% |
In certain circumstances, WSM may consider clients below $5,000,000 with the following fee schedule: First $3,000,000: 1.25% Next $2,000,000: 0.85%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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