Wiley Capital Partners (WCPL) provides portfolio management services tailored to individual client goals, risk tolerance, and time horizon. WCPL creates investment plans and manages client portfolios with discretionary authority. WCPL also offers pension consulting services to employee benefit plans. Financial planning is included as part of the portfolio management services at no additional cost.
Assets Under Management$29M
Clients25
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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