Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Management/Investment Management fees are based on the market value of assets under management and are charged up to 1.85% annually, paid quarterly in advance. Fees may be negotiable. Financial planning fees are project-based, either hourly ($150-$400/hour) or fixed fee. Ongoing financial planning fees range up to $15,000, invoiced quarterly in advance. WCM does not impose a minimum relationship size, however, the Advisor may impose a minimum annual fee, which can be waived at the sole discretion of the Advisor.
Areas of Practice
Advisor Information
Office location
2 James Center, 1021 East Cary Street, #702, Richmond, VA, 23219
Get directionsRegulatory History
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
Brian spends about 10% of his time on insurance sales. He also owns Performance Physical Therapy in Mechanicsville, VA since 2009.