Wilian Securities (WSL) provides ongoing portfolio management services based on individual client goals, risk tolerance, and time horizon. WSL creates an Investment Policy Statement for each client. WSL generally advises on mutual funds, fixed income securities, insurance products including annuities, equities and ETFs. WSL may direct clients to third-party investment advisors and is compensated via a fee share from those advisors.
Assets Under Management$140M
Clients224
Advisors7
Avg. per Client$640K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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