Wpwealth LLP
Assets Under Management
$1.0B
Number of Clients
507
Number of Advisors
13
Average Client AUM
$2.0M
AUM per Advisor
$79.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WPWealth offers investment advice and portfolio management services on a continuing basis, including asset allocation among various investment types. Services are tailored to meet the specific needs and risk tolerance of each client. They also provide comprehensive financial planning services and estate planning solutions through Wealth.com.
Fee Structure
WPWealth charges fees based on assets under management. For discretionary managed accounts, fees range from 1.25% on assets under $1 million to 1.00% on assets $1,000,000 and above, not to exceed 2.5%. There is also a $100 annual administration fee per account and a $5,000 minimum annual management fee. For qualified retirement solutions, fees range from $3,500 for assets up to $350,000 to 0.75% on assets over $4,000,001, with a $3,500 minimum annual fee. Fees and minimums are negotiable.
Areas of Practice
Location
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX, 76102
