Willcox Wealth Management offers investment management and financial planning services to individuals and high-net-worth individuals. The firm develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. They may also use third-party investment managers. Willcox Wealth Management also provides limited scope financial planning services on a one-time engagement basis, addressing specific financial questions or issues.
Assets Under Management$3.3M
Clients7
Advisors1
Avg. per Client$480K
Avg. per Advisor$3.3M
www.linkedin.com/company/willcox-wealth ·www.willcoxwealthmanagement.com ·www.linkedin.com/in/cameron-willcox-cfp®-3618569b
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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