Wardlaw Wealth Management offers asset management services, managing client accounts with ongoing supervision and investment opportunities in various securities. They also provide financial planning and consulting services, helping clients understand their financial situation and set objectives through reviews of financial goals, tax planning, asset allocation, and retirement planning. These services are offered on a project basis or as an ongoing annual plan.
Assets Under Management$76M
Clients103
Advisors1
Avg. per Client$730K
Avg. per Advisor$76M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$120
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.15% |
| $100K - $500K | 0.90% |
| $500K - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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