Wheeler & Mote, LLC
Assets Under Management
$1.2M
Number of Clients
13
Number of Advisors
3
Average Client AUM
$93K
AUM per Advisor
$404K
Compensation
Fee-Only (AUM)
About This Firm
Wheeler & Mote, LLC offers discretionary portfolio management, adapting to market changes to curtail losses and seek positive returns. They focus on actual dollar performance rather than exceeding benchmarks. The firm has alliances with Syndicated Capital, Pacific Income Advisors, and Pershing, LLC for trading, analysis, and custodian services.
Fee Structure
The management fee is usually 1% of assets under management, but may be negotiated for large accounts. Fees may be larger for special operational or reporting requirements, or small accounts, but will not exceed 1.5%. There is a $30 fee for each buy/sell transaction. Aggregate client assets accepted for portfolio management begin at $100,000.00. Exceptions are considered.
Areas of Practice
Location
FL, United States