Wcm Investment Management
Assets Under Management
$74.7B
Number of Clients
6,438
Number of Advisors
10
Average Client AUM
$11.6M
AUM per Advisor
$7.5B
Compensation
Fee-Only (AUM)
About This Firm
WCM Investment Management provides discretionary investment advisory services to various clients, including separately managed accounts, mutual funds, private funds, ETFs, CITs, and UITs. They tailor services for SMAs and offer model portfolio recommendations for UMA programs. WCM also serves as an ERISA 3(21) fiduciary.
Fee Structure
WCM charges advisory fees based on the value of client assets managed. The standard fee schedule is 1% of assets under management for SMAs, and the minimum account size is $10 million. However, fees and minimums are negotiable and may vary depending on the investment strategy, account size, account type, and complexity of management. Lower fees are charged for accounts managed through wrap-fee programs.
Areas of Practice
Location
281 Brooks Street, Laguna Beach, CA, 92651-2974