W.B. Edwards & Co. offers portfolio management and financial planning services designed to meet individual client goals and objectives. The registered investment advisor builds personalized portfolios using individual stocks, exchange-traded funds, mutual funds, fixed income securities, and options, providing ongoing monitoring and rebalancing. Financial planning services are available on a standalone basis or alongside portfolio management, covering long-term financial goals, tax planning, asset allocation, risk management, and retirement planning. In addition to investment advice, the firm offers public finance, corporate advisory, treasury management, and valuation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
There is a minimum annual fee of $7,500. Fees are negotiable for accounts over $10,000,000.