WMK Investment Partners offers investment advisory services, managing accounts on a discretionary basis. They allocate assets among mutual funds, exchange-traded funds (ETFs), private investments, bonds, and equities. The firm also provides consolidated reporting services and family office services through a third party. They offer business consulting and succession planning. WMK Investment Partners works with clients to understand their financial situation, investment objectives, and risk tolerance to create suitable portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon. For certain legacy accounts, the firm offers an incentive or performance-based fee.