WMS Wealth Planners offers investment advice and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. Services include investment management using active and passive strategies, retirement planning, estate planning, and tax planning. WMS Wealth Planners acts as a fiduciary, meaning they are legally required to act in your best interest.
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 are negotiable for accounts over $25,000,001. AUM excludes any non-managed assets held in a managed account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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