WPA Private Wealth Management offers customized investment solutions and financial planning to individuals, high net worth individuals, families, trusts, estates, and businesses. WPA acts as a fiduciary, prioritizing client interests and mitigating conflicts. Investment strategies are long-term focused, using ETFs, mutual funds, and individual equities. Financial planning services cover investment, retirement, personal savings, and education savings.
Assets Under Management$180M
Clients21
Advisors1
Avg. per Client$8.3M
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $30.0M | 0.80% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.70% |
Minimum annual client fee of $10,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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