WM Advisors USA provides investment advice and portfolio management services, offering both discretionary and non-discretionary options. The firm works with clients to determine their investment objectives and risk tolerance, then selects a model portfolio. They also offer financial consulting services for a fixed, negotiable fee. WM Advisors USA may recommend third-party money managers and monitors their performance.
Assets Under Management$12M
Clients4
Advisors3
Avg. per Client$3.1M
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $6.0M | 1.15% |
| $6.0M - $10.0M | 1.05% |
| $10.0M - $15.0M | 0.95% |
| $15.0M - $20.0M | 0.85% |
| $20.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100M+ | 0.45% |
Certain clients may be charged fees lower than those stated and will be negotiated on a case-by-case basis. The Firm may receive a Performance Fee based upon any gains obtained in the client’s account for the quarter, never to surpass 20% of the performance per quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...