Assets Under Management
$565.3M
Number of Clients
238
Number of Advisors
11
Average Client AUM
$2.4M
AUM per Advisor
$51.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wick Capital Partners (WCP) offers comprehensive financial planning and asset management services tailored to individual client needs. Planning services are generally included with asset management but may be provided separately. WCP manages assets on a discretionary basis, rebalancing connected outside accounts, and may recommend private placement securities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable and may be higher or lower based on the nature of the account.
150 N. Radnor Chester Road, Suite A225, Wayne, PA, 19087