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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fee schedule A1 is for diversified portfolios. WCM may aggregate assets of accounts in your household to determine the management fee.
Fee Estimator
WCM charges a management fee of up to 1.5% annually based on the average daily market value of assets in your account. The specific percentage depends on the account size and the type of investments held (diversified vs. fixed income). For accounts with no management oversight or that hold managed Funds, the fee is 0%. A minimum investment of $50,000 is required, but may be waived at WCM's discretion.
Areas of Practice
Advisor Information
Office location
10602 Timberwood Circle, Suite 13, Louisville, KY, 40223-5367
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