Wms Partners, LLC
Assets Under Management
$9.3M
Number of Clients
4
Number of Advisors
2
Average Client AUM
$2.3M
AUM per Advisor
$4.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WMS Partners, LLC provides investment advisory services to four private funds affiliated with WMS. WMS no longer offers investment advisory services to individual clients. WMS also provides administrative and servicing functions to PH Servicing, LLC.
Fee Structure
Clients/Investors who invested in the WMS Income Opportunity Funds and the WMS Real Estate Opportunity Fund are subject to an annual management fee equal to 1.00% of the client’s capital account with the respective fund. The management fee is calculated quarterly. The WMS Real Estate Opportunity Fund, LLC has the potential to charge a performance fee.
Areas of Practice
Location
1 W. Pennsylvania Avenue, Suite 800, Towson, MD, 21204