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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees are negotiable and may be adjusted by WWM based on the complexity of each client’s individual situation.
Fee Estimator
The firm charges a tiered annual wrap program fee based on assets under management. For example, a $4 million portfolio would be charged $39,000 annually. Fees are negotiable and may be adjusted based on the complexity of the client's situation. The firm prefers an initial minimum investment of $3,000,000, but reserves the right to waive or lower this minimum. Comprehensive Wealth Management fees are determined on a proposal basis.
Areas of Practice
Advisor Information
Office location
21 Waterway, Suite 500, The Woodlands, TX, 77380
Get directionsRegulatory History
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