Wilco Financial, LLC offers managed investment services, making investment decisions based on clients' risk profiles. They also provide financial plans focusing on investments, insurance, taxes, and estate plans. Wilco Financial does not take custody of client assets but has authority to make investment decisions in client-held accounts.
Assets Under Management$7.5M
Clients11
Advisors1
Avg. per Client$680K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$130K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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