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In six years of investing with WWI, I have come to trust their judgement and admire their integrityRead more..

Testimonial

In six years of investing with WWI, I have come to trust their judgement and admire their integrity. After the 2008-2009 market crash, my portfolio was cut in half and I was ready to pull out what remained and stash it away in a safe deposit box. This is when I first approached WWI. They correctly conunseled me not just to stay fully invested, but to add funds to my portfolio. They posses a keen insight into their unique investment choices. I have full access to my money and can instantly view how my portfolio is performing. I take comfort in the fact that I have a substantial cash position in my portfolio and yet, investment returns are gratifying. -- Sam P.

We are a fee only adviser. This means we are compensated solely by our clients. We receive no commissions or referral fees from the securities we select for your portfolio. We work strictly in our clients’ best interest.

Our fee structure is as follows:

Assets Annual Fee
$1 – $250,000 1.25%
$250,001 – $500,000 1.15%
$500,001 – $3,000,000 0.70%
$3,000,000 – $5,000,000 0.50%
$5,000,000 – $10,000,000 0.30%
$10,000,000 – $15,000,000 0.20%
$15,000,000 – $20,000,000 0.15%
$20,000,000+ 0.10%

Based on this fee structure, yearly management fees on a $1M portfolio would be $9,400 (0.94%); $2M – $16,500 (0.83%); $5M – $33,500 (0.67%); $10M – $48,500 (0.48%); etc. For large account sizes, please contact us.

Research clearly shows that high advisory fees are a substantial drag on portfolio performance. We try hard to contain our expenses to enable us to charge you a reasonable fee.

Fees are payable quarterly. Our minimum account size is $100,000.

In six years of investing with WWI, I have come to trust their judgement and admire their integrityRead more..

Testimonial

In six years of investing with WWI, I have come to trust their judgement and admire their integrity. After the 2008-2009 market crash, my portfolio was cut in half and I was ready to pull out what remained and stash it away in a safe deposit box. This is when I first approached WWI. They correctly conunseled me not just to stay fully invested, but to add funds to my portfolio. They posses a keen insight into their unique investment choices. I have full access to my money and can instantly view how my portfolio is performing. I take comfort in the fact that I have a substantial cash position in my portfolio and yet, investment returns are gratifying. -- Sam P.
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