Wimer Investment Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Wimer generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs (including ETFs in the gold and precious metal sectors).
Assets Under Management$86M
Clients15
Advisors1
Avg. per Client$5.7M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For clients with less active accounts and a lower account balance, a fixed fee of $1,000 may be charged annually for managing client assets. This fixed fee will not exceed 2% of assets under management. This fee is negotiable. Similar services may be available for lower fees from other investment advisers.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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