Wilshire Advisors offers investment consulting and management services to funds, accounts, investors, institutions, and financial intermediaries. Wilshire helps clients develop and implement investment plans through asset allocation, manager research, and portfolio construction. Wilshire generally recommends third-party investment managers or investments in pooled investment vehicles. Wilshire takes into account each client’s risk tolerance, return goals, and any legal or regulatory restrictions.
Assets Under Management$99B
Clients387,298
Advisors1
Avg. per Client$260K
Avg. per Advisor$99B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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