Volkman Wealth Management (VWML) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. VWML also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. VWML generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$73M
Clients60
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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