WiMA Capital dba Bullground offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement outlining the client's situation and construct a plan to select a suitable portfolio. WiMA Capital generally limits its investment advice to fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and venture capital funds, although WiMA primarily recommends equities and ETFs. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.