Wehling Investment Management (WIM) provides ongoing portfolio management based on clients' goals and risk tolerance. WIM also offers financial planning services that may be broad-based or limited in scope, covering topics like net worth analysis, estate planning, and retirement planning. WIM does not act as a custodian of client assets; clients maintain asset control through a qualified custodian/broker.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K+ | 1.00% |
Fees are negotiable based on specific criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...