Wmx Advisors, LLC DBA Wealth Management Experience
Fee-Only (% of Portfolio)Fixed/Hourly
WMX Advisors provides investment advice and financial planning. They offer portfolio management, either with or without the ability to make trades for you, and financial planning services, including comprehensive plans, annual reviews, and consultations on specific topics. WMX Advisors primarily works with individuals but also serves small businesses and non-profits.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
WMX Advisors does not negotiate its management fee, but does offer discounts to select friends, employees, & family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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