Wyoming Wealth Management provides financial planning and investment management services to individuals, high net worth individuals, families, trusts, estates, businesses, and charities. Financial planning is included with investment management services. Wyoming Wealth Management offers both discretionary and non-discretionary investment management services. The firm also provides retirement/pension plan consulting services to employee benefit plans and their fiduciaries.
Assets Under Management$41M
Clients138
Advisors1
Avg. per Client$300K
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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