WCM charges investment advisory fees ranging from 0.10% to 1.50% annually, based on portfolio size, account type, and management strategy. Fees are negotiable. Minimum account size is generally $500,000 for discretionary accounts and $1,000,000 for non-discretionary accounts, but may be waived. Investment consulting is offered at a fixed fee ($500-$35,000) or hourly rate ($150-$500). Financial planning is available, typically charged at 50 basis points or a negotiated fixed rate.
10201 N Illinois Street, Suite 450, Carmel, IN, 46290
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