Wallick Wealth Management provides financial advice and manages investments for individuals. Wallick WM works with clients to understand their financial situation, goals, and risk tolerance before making investment recommendations. Wallick WM may use subadvisors to manage client assets. Financial planning services are offered as part of ongoing wealth management services.
Assets Under Management$7.7M
Clients7
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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