IWM New York Inc. provides investment advisory services, focusing on affluent individuals from emerging markets like Africa, Latin America, and the Middle East. IWM creates tailored portfolios using stocks, bonds, exchange-traded funds, and other securities, and reviews/rebalances them at least annually. Clients grant IWM the authority to make investment decisions based on their goals and objectives.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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