WLT Partners Inc. is an investment advisory firm based in Miami, Florida, offering personalized portfolio management and investment consulting for high-net-worth individuals, trusts, family offices, and institutional clients. The firm tailors its services based on each client's specific financial condition, risk tolerance, and goals. WLT Partners utilizes a top-down fundamental research approach combined with macroeconomic analysis to construct diversified investment portfolios across various asset classes, including stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. Clients can choose between discretionary services, where WLT Partners makes investment decisions on their behalf, and non-discretionary services, where clients must approve each transaction. The firm frequently utilizes third-party portfolio managers and sub-advisors to help manage client portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees for assets above $10,000,000 are negotiable. Client relationships may exist with lower fees negotiated on a case-by-case basis.