Ways Investment Advisors (WIA) provides ongoing non-discretionary investment advice to pooled investment vehicles managed by other registered investment advisors. WIA advises based on the client's goals and investment objectives, but the client decides whether to implement the recommendations. WIA does not provide custodial services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$40,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 0.25% |
| $15.0M - $50.0M | 0.25% |
| $50.0M - $100.0M | 0.20% |
| $100.0M - $150.0M | 0.20% |
| $150M+ | 0.15% |
Fees are also subject to a minimum annual fee. WIA also charges a performance-based fee to qualified investors. In no event will total fees charged exceed three percent (3%) of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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