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 $500K | 1.20% |
| $500K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Minimum Household Assets under Management is $750,000. Clients below this threshold will be billed a minimum fee of $2,063 per quarter. Fees are negotiable based on complexity, specific situations and outside circumstances.
Fee Estimator
WJA charges a quarterly fee based on the value of assets under management. The minimum household assets under management is $750,000. Clients below this threshold will be billed a minimum fee of $2,063 per quarter. Fees are negotiable based on complexity and specific situations. WJA also offers tax preparation and planning services for a separate fee, detailed in a separate agreement.
Areas of Practice
Advisor Information
Office location
5847 San Felipe, Suite 1500, Houston, TX, 77057
Get directionsRegulatory History
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