World Capital Management (WCM) offers investment management services to individuals, trusts, and estates. WCM creates customized portfolios based on client goals, risk tolerance, and financial situations. WCM primarily uses leveraged Exchange-Traded Funds (ETFs) like the ProShares UltraPro QQQ (TQQQ) and U.S. Treasury bonds.
Assets Under Management$450K
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$220K
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $3.0M | 2.75% |
| $3M+ | 2.75% |
Fees negotiable for accounts over $3 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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