Wallace Investments offers investment management and financial planning services to individuals, families, businesses, foundations, and charities. Wallace Investments specializes in helping clients increase income from their retirement accounts. The firm uses a proprietary investing approach and a combination of low-cost ETFs and actively/passively managed mutual funds. Financial planning services include cash flow, retirement savings, college funding, real estate analysis, risk management, and estate planning.
Assets Under Management$13M
Clients36
AdvisorsN/A
Avg. per Client$370K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable at the discretion of the firm principal. Accounts may be aggregated for fee discounting purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.