Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
WPI is compensated through AUM-based fees. The standard fee schedule is 1.50% on the first $1,000,000, 1.25% on the next $1,500,000, 1.00% on the next $2,500,000, and 0.75% on any amount over $5,000,000. Fees and account minimums may be negotiable in certain circumstances. The minimum AUM is $1,000,000 for clients without a third-party relationship, otherwise, account minimums range from $100,000 and are negotiable.
Areas of Practice
Advisor Information
Office location
9909 Clayton Rd, Suite 103, St Louis, MO, 63124-1120
Get directionsRegulatory History
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