WMS Wealth Planners manages investment portfolios and provides personalized financial planning services, including retirement planning, estate planning, and tax planning. Operating since 1994, WMS Wealth Planners uses a disciplined, diversified approach to investing, typically building model portfolios tailored to individual risk tolerances and goals. The firm specializes in helping clients navigate complex financial situations, from accumulating wealth during their working years to managing distributions in retirement. WMS Wealth Planners acts legally required to act in your best interest at all times.
Assets Under Management$310M
Clients292
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$100M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for accounts over $25,000,000 are negotiable. Fees are billed quarterly in advance based on average daily market value.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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