Wealth Management CPAs offers investment management services where they manage client investments based on their goals and risk tolerance. They also offer financial planning services, which include a review of financial goals, net worth, cash flow, retirement strategy, risk management, investment planning, tax reduction, and estate preservation. WM CPAs may use sub-advisors to manage client assets.
Assets Under Management$330M
Clients396
Advisors7
Avg. per Client$830K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. Total fees to Client will never exceed 2% of assets under management per year. When utilizing sub-advisor services, WM CPAs will reduce their annual fee so that the inclusive fee is no more than what is stated above.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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