Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCM charges advisory fees based on the value of client assets managed. The standard fee schedule is 1% of assets under management for SMAs, and the minimum account size is $10 million. However, fees and minimums are negotiable and may vary depending on the investment strategy, account size, account type, and complexity of management. Lower fees are charged for accounts managed through wrap-fee programs.
Areas of Practice
Advisor Information
Office location
Overland Park, KS
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 Activities
Trace works full-time as a Portfolio Specialist at WCM Investment Management and is a Registered Representative of IMST Distributors, LLC. He also serves as a board member for The Global Orphan Project, dedicating minimal time each month to this non-profit orphan care ministry.