WB Advisors Texas LLC provides portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. The firm generally limits its investment advice to real estate funds and private placements but may use other securities to diversify a portfolio. WB Advisors Texas LLC requires authority to make trades without asking first. The firm does not participate in wrap fee programs.
Fee Structure
WB Advisors Texas LLC charges an annual fee of 2.00% of your portfolio, along with a 20.00% performance fee based on how much your investments increase in value. If your portfolio loses value, you won't pay the performance fee until it reaches its previous high value. These fees are negotiable.