Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers a Managed Account Program with a negotiable flat annual fee, not exceeding 2.50% of assets under management. Fees are billed quarterly in advance. They also offer a Performance Fee Program with a 1% annual asset management fee and a negotiable performance fee of up to 20% annually based on capital appreciation exceeding the SPDR S&P 500 ETF Trust. Financial planning fees are negotiated between the client and IAR, charged hourly or at a flat rate. Clients may incur additional custodial and product fees. WWM has a guideline minimum of $25,000 in assets to be managed for the Managed Account Program and $50,000 for the Performance Fee Program.
Areas of Practice
Advisor Information
Office location
Hinsham, MA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul works full-time as a Senior Director at Takeda Pharmaceuticals, focusing on procurement. He also dedicates minimal time as a Managing Member of Medi-Lease LLC, a medical office leasing company, handling general administration.