WTO Advisors, LLC offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. WTO creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in the selection of a suitable portfolio. WTO generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs and non-U.S. securities. WTO also provides a subscription service newsletter for no additional fee.
Assets Under Management$82M
Clients69
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $8.0M | 0.80% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees are negotiable. In certain instances, WTO may charge an annual flat fee if the account value does not meet the account minimum. Flat fees can range from $750-$2500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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