| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable and may be higher or lower based on the nature of the account.
Wick Capital Partners charges an annual fee based on a percentage of assets under management, typically ranging from 0.20% to 1.00%. Fees are negotiable based on factors like account size and complexity. Financial planning as a separate service is offered on a fixed fee or hourly basis, with hourly rates not exceeding $500. Investment advisory fees are debited directly from client accounts quarterly, in advance.
150 N. Radnor Chester Road, Suite A225, Wayne, PA, 19087
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