WMS Wealth Management works with clients to discuss their financial objectives, risk tolerance, income needs, retirement goals, tax situation, and estate planning. WMS tailors its advisory services to each client based on their individual needs. WMS receives management fees based on a percentage of assets under management or hourly charges for advice. WMS may utilize stocks, bonds, exchange traded funds, mutual funds, annuities, or insurance products.
Assets Under Management$39M
Clients136
Advisors2
Avg. per Client$290K
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $499K | 1.85% |
| $499K - $1.0M | 1.60% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be adjusted on a case-by-case basis (i.e., negotiable).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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