Wilkinson Wealth Management offers investment management and financial planning services. The firm works with clients to understand their financial situation, goals, and risk tolerance. They then create an investment approach using stocks, bonds, ETFs, and other securities. Wilkinson Wealth Management also provides standalone financial planning and consulting services covering various areas like retirement, estate, and tax planning. They also offer retirement plan consulting services to employer plan sponsors.
Assets Under Management$140M
Clients227
Advisors2
Avg. per Client$630K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are not tiered. The stated percentage applies to the entire portfolio value. If Wilkinson Wealth Management uses a third-party money manager, the maximum annual fee charged to clients will not exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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