Wilshire Advisors LLC is a diversified financial services firm founded in 1972, providing investment consulting and investment management services primarily to institutional investors, pension plans, endowments, and financial intermediaries. Wilshire assists clients in developing and implementing investment plans through asset allocation, manager research, and portfolio construction. Rather than managing individual stocks or bonds directly, Wilshire specializes in creating customized asset allocations and recommending third-party investment managers or pooled investment vehicles. The firm also offers specialized solutions, including outsourced chief investment officer services, model portfolios, risk management consulting, and proprietary analytics platforms like Wilshire Compass and the Wilshire Trust Universe Comparison Services. Wilshire operates globally with headquarters in Santa Monica, California.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Discretionary advisory services typically range from 0.05% to 0.65% (5 to 65 basis points) of the value of your portfolio. Life-cycle or targeted retirement date programs range from 0.03% to 0.25%. All fees are negotiable.