Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCM charges investment advisory fees ranging from 0.10% to 1.50% annually, based on portfolio size, account type, and management strategy. Fees are negotiable. Minimum account size is generally $500,000 for discretionary accounts and $1,000,000 for non-discretionary accounts, but may be waived. Investment consulting is offered at a fixed fee ($500-$35,000) or hourly rate ($150-$500). Financial planning is available, typically charged at 50 basis points or a negotiated fixed rate.
Areas of Practice
Advisor Information
Office location
10201 N Illinois Street, Suite 450, Carmel, IN, 46290
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is a partner at Chatham Venture Partners, LLC and Chatham Capital Partners, LLC, assisting with investment analysis on private companies, dedicating minimal time to each. He is also the CEO of 1505 Capital LLC, Interim-President at American Life & Security Corp., and Managing Director and COO at Antarctica Capital Management LLC.