WAM’s Fee Schedule

Our fees at WAM are as follows:

  • Level 1
    Up to $50,000 in balances. Flat monthly fee of $50.00, billed quarterly.
  • Level 2
    $50,001 to $100,000 in balances. Flat monthly fee of $100.00, billed quarterly.
  • Level 3
    $100,001 to $150,000 in balances. Flat monthly fee of $150.00, billed quarterly.
  • Level 4
    $150,001 to $200,000 in balances. Flat monthly fee of $200.00, billed quarterly.
  • Level 5
    $200,001 to $250,000 in balances. Flat monthly fee of $250.00, billed quarterly.
  • Silver Level
    $250,001 to $1,000,000 in balances. Annual fee of 1.125% of the assets under management (with a minimum fee of $250.00 per month), billed quarterly.
  • Gold Level
    $1,000,001 to $3,000,000 in balances. Annual fee of 1.00% of the assets under management, billed quarterly.
  • Platinum Level
    Over $3,000,001 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 $175 per hour. These consultations can be on any topic that relates to saving or investing.