Introducing the WAM Lifestages Program
Are you new to investing? Just beginning to build your portfolio? Are you fed up with traditional Wall Street advice? Have you been managing your own funds, but now want professional help? Regardless of the size of your portfolio, you can have access to expert assistance. The important thing is to get started now.
The LifeStages program is a suite of investment management options designed to accommodate the transitions in your life. Whether you are just beginning to save and invest for the future, or already have a considerable portfolio and complex needs, LifeStages has a plan for you. The LifeStages program is designed to grow with each client as their needs change and as their portfolio grows. For a low monthly fee, WAM can either actively manage, or advise upon, the investment program of each client. The LifeStages program provides clients with 7 program levels based on the total assets under consideration:
Hourly Consultations
- New Beginning
Up to $25,000 in balances. Monthly management fee of $35.00.- Level II
$25,001 to $50,000 in balances. Monthly management fee of $70.00.- Level III
$50,001 to $75,000 in balances. Monthly management fee of $105.00.- Level IV
$75,001 to $100,000 in balances. Monthly management fee of $140.00.- Silver Level
$100,001 to $1,000,000 in balances. Active management for 1.25% annual fee.- Gold Level
$1,000,001 to $3,000,000 in balances. Active management for 1.00% annual fee.- Platinum Level
Over $3,000,000 in balances. Active management for less than a 1.00% annual fee. The exact percentage will be based on the size of the account.
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.
