Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers a Managed Account Program with a negotiable flat annual fee, not exceeding 2.50% of assets under management. Fees are billed quarterly in advance. They also offer a Performance Fee Program with a 1% annual asset management fee and a negotiable performance fee of up to 20% annually based on capital appreciation exceeding the SPDR S&P 500 ETF Trust. Financial planning fees are negotiated between the client and IAR, charged hourly or at a flat rate. Clients may incur additional custodial and product fees. WWM has a guideline minimum of $25,000 in assets to be managed for the Managed Account Program and $50,000 for the Performance Fee Program.
Areas of Practice
Advisor Information
Office location
250 River Park North Drive, Woodstock, GA, 30188
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Customer Dispute
June 2017Other Business ActivitiesSells Insurance
Anthony is the president of Branca Financial Group, LLC, which pays expenses for 1099 income received from insurance business and provides consulting services, dedicating minimal time. He is also the managing member of Branca Enterprises LLC, a website offering music, sports, history, and health products, spending minimal time, and sells non-security insurance as a sole proprietor, spending minimal time.