WAM's Fee Schedule
Are you new to investing? Just beginning to build your portfolio? Fed up with traditional Wall Street advice? Or have you been managing your own investments, but are now ready professional help? Regardless of the size of your portfolio, you deserve access to expert assistance. The important thing is to get started now.
At WAM we've created a fair and transparent fee schedule that can accomodate the needs of every investor; one that's designed to grow with you as your needs change and your portfolio grows. Our fees are as follows:
- New Beginning
Up to $25,000 in balances. Flat monthly fee of $35.00, billed quarterly. - Level II
$25,001 to $50,000 in balances. Flat monthly fee of $70.00, billed quarterly. - Level III
$50,001 to $75,000 in balances. Flat monthly fee of $105.00, billed quarterly. - Level IV
$75,001 to $100,000 in balances. Flat monthly fee of $140.00, billed quarterly. - Silver Level
$100,001 to $1,000,000 in balances. Annual fee of 1.25% of the assets under management, billed quarterly, with a minimum fee of $140.00 per month. - Gold Level
$1,000,001 to $4,000,000 in balances. Annual fee of 1.00% of the assets under management, billed quarterly. - Platinum Level
Over $4,000,001 in balances. Annual fee of something less than 1.00% of the assets under management, billed quarterly. The exact percentage will be based on the size of the account.
Hourly Consultations
In order to be of service to investors with less complex needs, WAM will also provide hourly consultations for a fee of $150 per hour. These consultations can be on any topic that relates to saving or investing.
