Wealth Management Partners of Los Angeles (WMPLA) provides investment management through sub-advisors and co-advisors, and financial planning services. WMPLA customizes portfolios, monitors performance, and hires/fires sub-advisors. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. WMPLA generally advises on mutual funds, fixed income, insurance products, equities, ETFs, and non-U.S. securities.
Assets Under Management$19M
Clients202
Advisors1
Avg. per Client$96K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.45% |
Fees are generally negotiable. When utilizing sub-advisor/co-advisor, the client may incur additional platform or sub-advisor/co-advisor fees. Total fees to client will never exceed the safe harbor threshold of 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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